FARMINGTON, Connecticut — Farmington-based financial planning and investment advisory firm Connecticut Wealth Management, LLC (CTWM) is pleased to announce that Jessica Dodge has joined the company as the Director of Momentum for Business Owners. With over a decade of experience offering strategic advice and support to small growth-stage businesses, Jessica is passionate about developing programs that address the specific challenges of Connecticut business owners.
“We are so excited to have Jessica join our team and watch her craft and grow this new service offering,” commented Denis Horrigan, CFP ®, CEPA ®, Partner & Co-Founder of CTWM. “At CTWM, we continuously strive to find new ways to add value for our business owner clients. Jessica has a unique background that will allow her to support the unique needs of our business owner clients, with a level of warmth, professionalism and authenticity that has become the hallmark of our work.”
CTWM is proud to launch Momentum for Business Owners℠. This new service offering provides a strategic blueprint that closely ties into the long-term goals of business owners, whether they be growing the business, developing a solid business succession plan, or creating a better work-life balance—with the end goal of helping to provide clarity around the intersection of both personal and business finances.
As Director of Momentum, Jessica will lead a review of each critical facet of a business: people, customers, operations, structure, and finances. In collaboration with attorneys, accountants, and other business advisors, CTWM helps to ensure that business owners are financially prepared for the future by building a strategic road map with actionable steps to hold them accountable.
“I’m excited to take the foundation of my previous work and cater this to the needs of more established companies that still need help but maybe just don’t know it yet,” said Dodge. “In the end, my goal is to make business owners overcome their isolation so that they can continue to be successful—professional and personally.”
Prior to joining CTWM, Jessica worked at Connecticut Innovations and then went on to become a senior leader at CTNext, a subsidiary of CT Innovations, where she continued to support entrepreneurs across the state by assessing their needs and providing guidance, resources, networking, and access to capital to help accelerate their growth and success. Jessica received her undergraduate degree from the University of Connecticut and is currently working toward becoming a Certified Exit Planning Advisor (CEPA).Jessica is a member of the Women’s Leadership Council Steering Committee at the University of Saint Joseph, and co-president of the PTO at her children’s elementary school in West Hartford. A lifelong resident of Connecticut, Jessica currently lives in West Hartford with her husband and two children.
About Connecticut Wealth Management, LLC
Connecticut Wealth Management LLC is a registered investment advisor that believes in creating genuine partnerships, building trust and understanding with clients in order to provide unbiased financial planning and asset management to individuals across Connecticut and nationwide. Connecticut Wealth Management takes pride in employing an independent business model that aligns our interests with those of our clients, and engages in a collaborative, team approach to creating empowering wealth management strategies and solutions. For more information about Connecticut Wealth Management LLC, visit www.CTWealthMgmt.com.