Heather J. Rhoades, JD

Heather Rhoades serves as Partner, Trust Services at Connecticut Wealth Management (CTWM), where she leads the development of the firm’s trust services offering. Drawing on more than 27 years of experience, she works closely with clients, their families, and their advisory teams to integrate trust planning and wealth transfer strategies into a comprehensive financial plan. Her work helps clients navigate complex planning decisions with clarity and confidence in support of their financial, family, and legacy goals. Heather brings extensive experience […]

Charles L. Olson, CFP®

Charles (Chip) Olson joins the Connecticut Wealth Management (CTWM) team with more than 35 years of experience in the financial services industry. Chip is passionate about this business and has extensive experience and knowledge in financial planning, investment management, and trusts & estates. Chip works with wealthy families, entrepreneurs, widows, business owners and nonprofit organizations to develop customized solutions to meet their goals and objectives. For Chip, his work is all about building deep and genuine relationships. He prides himself […]

Tony DiSorbo, CLU®, ChFC®

Tony DiSorbo has more than 40 years of professional experience in financial planning and wealth management. He joined Connecticut Wealth Management (CTWM) in 2020 and works with business owners, individuals and families. As a manager, Tony and his team focus on CTWM’s holistic approach, guiding clients through financial planning and investment management to help them confidently pursue their goals. He is also a member of the CTWM Investment Committee.  Prior to joining CTWM, Tony was the Managing Partner at New […]

Michael Tedone, CPA/PFS

Michael A. Tedone has more than 30 years of professional experience in the areas of wealth management and estate planning. Michael works with high-net-worth individuals, business owners, and senior executives with a specialty in financial, estate, and tax planning.  Michael has been interviewed for both local and national publications, including Financial Advisor Magazine and U.S. News & World Report.   Education Michael graduated Magna Cum Laude from Bryant University with a degree in business administration. He is a Certified Public Accountant (CPA) and a Personal […]

Kathleen Christensen, CPA/PFS, CDFA®

Kathleen M. Christensen brings over 25 years of experience in finance, tax planning, and accounting to her position as a Partner at Connecticut Wealth Management, LLC (CTWM).  She has a strong background in financial planning and investment management and provides wealth management services to high-net-worth clients with complex financial affairs. Kathy oversees CTWM’s Charitable Outreach Committee and is a member of the CTWM Investment Committee. Prior to joining CTWM Kathy worked for Filomeno Wealth Management, Deloitte, and Cigna.  While at […]

Jennifer Barry, CFP®

Jennifer D. Barry, CFP® is a Partner and Managing Advisor at Connecticut Wealth Management, LLC (CTWM). For more than 30 years, she has guided clients through evolving market landscapes, helping them build comprehensive financial plans and investment strategies that support their long-term aspirations. She is committed to ensuring that clients and their families feel confident about their financial future. Jen’s approach is deeply collaborative and multigenerational, collaborating closely with clients’ attorneys, accountants, healthcare providers, and caregivers to ensure all aspects […]

Jarrett Solomon, CFP®

Jarrett F. Solomon has more than 22 years of professional experience in the areas of financial planning, wealth management, and investment analysis.  Jarrett works with business owners, executives, physicians, and other individuals and families with complex financial needs.  Jarrett has authored pieces that have appeared in the Hartford Business Journal, Forbes, and Financial Advisor magazine. He has been quoted in articles in both local and national publications, including the Wall Street Journal, Money magazine, U.S. News and World Report, and Investor’s Business Daily.  He is frequently asked to […]

Eric Natale

Eric Natale is the Chief Financial Officer at Connecticut Wealth Management (CTWM), where he leads the firm’s financial strategy and capital allocation decisions to drive sustainable growth. A former athlete, Eric brings a team-first mindset and a commitment to continuous improvement. Eric also leads the firm’s M&A efforts, guiding potential partnerships from initial visit to a successful future together. Additionally, he works to optimize internal systems and processes, improving efficiency for both the team and clients. As a member of […]

Denis M. Horrigan, CFP®, CEPA

With over 35 years of experience in financial services, Denis M. Horrigan works closely with individuals, families, and especially business owners navigating the complexities of growth, transition, and succession. As a business owner himself, he co-founded Connecticut Wealth Management (CTWM) and continues to bring a deep understanding of what it takes to build, scale, and sustain an organization. Denis is passionate about guiding other business owners through critical decisions while keeping their personal and professional goals aligned. Additionally, Denis serves […]

Megan Trask, CFP®

Megan Trask, CFP® joined the Connecticut Wealth Management (CTWM) team in 2016. Megan has been a major contributor to the development of the firm’s unique investment approach that helps clients align their financial goals with their portfolios. She builds meaningful and lasting relationships with her clients, which includes business owners and executives, and currently manages the largest portion of the firm’s client assets. As Director of CTWM’s Investment Committee, Megan is responsible for the development and implementation of the firm’s target […]