Beth Devino, CPA/PFS, CEPA®

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, 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 […]

Jack Rose

Jack Rose joined the Connecticut Wealth Management (CTWM) team as an Analyst in January of 2024 after completing his internship with the firm. As an Analyst, Jack is responsible for assisting advisors in developing financial plans and providing exceptional service to clients. Education Jack graduated Summa Cum Laude from the University of Hartford (UHart) in 2024, with a Bachelor of Science in Business Administration with a major in Finance.  While at UHart, he was a member of Alpha Lambda Delta […]

Mia Servidone, CFP®

Mia Servidone officially joined the Connecticut Wealth Management (CTWM) team in May 2023 as a Planning Analyst after successfully completing the firm’s internship program. As an intern, Mia worked with analysts to research investment opportunities and with the marketing team to implement new strategic systems. This work prepared Mia for her full-time role with the Financial Planning department. In her role as a Financial Planner, Mia uses data provided by clients to develop and maintain financial plans specific to each […]

Sam DeBono, NQPC™, CFP®

Sam DeBono, CFP® joined Connecticut Wealth Management (CTWM) in 2021. As a Senior 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 […]

Saswati Saha

Saswati Saha brings over 16 years of experience to her position as a Planning Analyst at Connecticut Wealth Management, LLC. Saswati works with a team of advisors to provide account administration and exceptional client service.  She also has administrative responsibilities within the Operations Department. Education Saswati earned her Bachelor of Science degree in Chemistry from the University of Kolkata, in India. Affiliations & Community Involvement Saswati enjoys participating in Connecticut Wealth Management community involvement events.  In her free time, Saswati […]

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 […]