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 […]

E. Patrick Logue, CPA

E. Patrick Logue has more than 25 years of broad-based experience in the financial services industry. He works with high-net-worth individuals and their families to provide individualized wealth management and investment strategies, specializing in estate planning and tax planning for small business owners. At the core of his work, it’s about the people, which is why Patrick prides himself on building genuine relationships with his clients in order to help them achieve their goals. Prior to joining Connecticut Wealth Management […]

Susan Grayson

Susan Grayson brings 28 years of professional experience in the areas of financial planning, wealth management, and investment analysis to her role as Partner at Connecticut Wealth Management (CTWM). In order to better understand her clients’ financial goals and challenges, Sue prioritizes getting to know them as people and the things in life that are most important to them. Prior to joining CTWM, Susan was principal and owner of New England Guild Wealth Advisors (the “Guild”) based in Avon, CT. […]

Tony DiSorbo, CLU®, ChFC®

Tony DiSorbo has more than 30 years of professional experience in the areas of financial planning and wealth management. Tony joined Connecticut Wealth Management, LLC (CTWM) in 2020 and works with business owners, executives, and individuals and families with complex financial needs.  His focus is on the financial planning process and on investment management and provides fiduciary advice to all his clients.  He is a member of the CTWM Investment Committee.  Prior to joining CTWM, Tony was the managing partner […]

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. As Chief Financial Officer, he oversees the finances of Connecticut Wealth Management. 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 […]

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 […]

Kailee Ostroski, CFP®

Kailee Ostroski joined Connecticut Wealth Management (CTWM) in 2016 as a Financial Advisor and her role soon expanded to include oversight of the firm’s day-to-day operations. As Chief Operating Officer, Kailee works with the leadership team on the development and implementation of the organization’s vision and yearly goals, ensuring that these are clearly communicated to the entire organization. She implements systems and processes to improve the firm’s productivity and efficiency. Kailee has been instrumental in the firm’s accelerated growth and […]

Jarrett Solomon, CFP®

Jarrett F. Solomon has more than 17 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 […]

Emily Wood, CFP®

Emily R. Wood brings over a decade of experience in the financial planning industry to Connecticut Wealth Management (CTWM). Emily leads the CTWM team in the development and implementation of innovative strategies that turn client aspirations into financial realities. She works with clients who have the most complex financial planning needs, including executives, real estate investors, and business owners. Having worked with multiple law firms in the surrounding Connecticut area, Emily understands the complex benefits structure and work demands of […]

Denis M. Horrigan, CFP®, CEPA

Denis M. Horrigan has more than 25 years of professional experience in the areas of financial planning and wealth management. Denis works with executives, business owners, medical professionals, families, and non-profit organizations.  Denis is a partner and one of the founders of Connecticut Wealth Management (CTWM).  In addition to his role as Advisor, Denis works with the client service team ensuring that all clients receive consistent, meaningful, and quality service.  Denis also serves on the firm’s Investment Committee. Denis is […]