Beth Devino brings over 20 years of experience in finance, corporate accounting, and auditing to her role as a Senior Financial Planner at Connecticut Wealth Management (CTWM). She leads planning engagements for complex client relationships, with a specialized focus on business owners. Beth works closely with clients and the network of professional relationships they rely on to help ensure planning strategies are well-coordinated and aligned. She helps clients understand how their financial and personal lives intersect, guiding them to clarify […]

Lucas Lycksell is a Senior Financial Planner at Connecticut Wealth Management (CTWM). He has experience in financial planning and investment management, as well as estate and tax planning. Lucas thrives on collaboration and enjoys crafting thoughtful solutions. Previously, Lucas was a High-Net-Worth Consultant on LPL’s Private Client team, where he focused on developing wealth management strategies, estate planning strategies, tax strategies, and customized portfolios for multigenerational families, business owners, executives, and professionals of varying backgrounds. Prior to this, he held […]