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Lucas Lycksell, CFP®, JD, MSc

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 […]

Sam DeBono, CFP®

Sam DeBono, CFP® joined Connecticut Wealth Management (CTWM) in 2021. As a Financial Planner, Sam leads planning engagements with clients from all walks of life. He is a fierce advocate for his clients and loves the opportunity to dig deep into the motivation behind their goals so that he can build a plan that helps them achieve financial success.   Additionally, Sam co-leads CTWM’s Analyst Training program, a 12- week program designed to develop the next generation of advisors by educating […]

Patrick Sullivan, CFP®, CM&AA®

Patrick Sullivan joined the Connecticut Wealth Management Team in Fall 2021 and works alongside the CTWM financial planning team. Patrick is responsible for collaborating with the CTWM team to provide thoughtful and comprehensive financial plans for initial planning engagements. He is driven to accomplish client’s long-term financial goals by using proactive and analytical strategies. Prior to joining Connecticut Wealth Management, Patrick was a Tax and Financial Advisor at Asset Strategies, Inc. He was responsible for tax preparation and tax planning […]