I am a fee-only flat-fee Certified Financial Planner® and a Certified Exit Planning Advisor®. I'm also working toward my Retirement Income Certified Planner® designation. My passion and specialty are income planning for retirement, whether at a "normal" retirement age or for an early retirement. Our services include comprehensive financial planning, which feeds into income planning and tax-smart distributions. We help our clients maximize the lifetime enjoyment of their money so they don't run out in retirement but also don't leave more than desired in their estate. While I don't focus only on business owners, my experience starting and selling businesses helps me better understand business owners' planning needs, challenges, and opportunities. Book a no-obligation Zoom meeting to learn more, get to know each other, and decide if working together would be a win-win. https://maximizeyourmoney.com/intro/

Jackson Voshell is a Series 65-credentialed advisor at Apella Wealth with one year of industry experience. His prior work includes roles at Morris Financial Concepts, Radius Church, and Configure Partners, as well as a background in full-time education spanning from 2016 to 2026. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering discretionary and non-discretionary investment management, financial planning, sub-advisory relationships, and consulting. The firm employs a model-driven, quantitative investment approach with a mix of factor-oriented equity strategies, fixed-income allocations, and tax-sensitive portfolio customization.

Samuel De Bono is a CFP® with four years of industry experience, currently working at Connecticut Wealth Management, LLC. He has held various roles within Connecticut Wealth Management since 2021 and previously worked at CG Financial Services and Claudia Pollak Law. Connecticut Wealth Management, LLC offers financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, estates, non-profits, businesses, and executives. The firm employs a long-term, fundamental analysis investment approach using diversified portfolios tailored to client goals and risk tolerance.

Jennifer Barry is a CFP® with 27 years of industry experience, currently serving as a senior financial planner at Connecticut Wealth Management, LLC. Her prior experience includes two decades at Capital Strategies, Inc. and LPL Financial LLC, as well as a role with Purshe Kaplan Sterling Investments, Inc. In addition to her advisory work, she serves as a guardian and power of attorney for individuals, managing personal care and trust responsibilities. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, estates, nonprofits, and business clients. The firm emphasizes long-term, fundamentally driven asset allocation and personalized portfolio construction, utilizing a variety of investment vehicles and third-party research.

Mia Servidone is a CFP® and holds a Series 65 license, currently affiliated with Connecticut Wealth Management, LLC. She has two years of industry experience, including roles at Connecticut Wealth Management and prior positions at Central Connecticut State University Bursar's Office and Picture Show. Connecticut Wealth Management offers financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, estates, not-for-profits, business owners, executives, and plan sponsors. The firm emphasizes long-term, fundamentally driven asset allocation and personalized portfolio construction, utilizing a range of investment vehicles and third-party research.

Michael Fernandes is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Connecticut Wealth Management, LLC. He previously worked at Fidelity Personal and Workplace Advisors for four years before joining his current firm. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, estates, not-for-profits, business owners, executives, and plan sponsors. The firm employs a long-term, fundamentally driven investment approach and offers access to private equity investments for qualified clients.

Ayden Al Shimary is a financial advisor with Apella Wealth in West Hartford, CT, holding a Series 65 designation and two years of industry experience. Prior to joining Apella Wealth, he worked at Blue Water Wealth and has experience in both education and hospitality sectors. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, and institutions, offering a model-driven, quantitative investment approach with services ranging from discretionary management to consulting. The firm integrates advanced technologies and serves unique client types such as insurance companies alongside its broader multi-team advisory platform.

David Bush is a CFP® and PFS™ with 22 years of industry experience. He currently serves as a financial advisor at Apella Wealth and previously worked at PBMares Wealth Management and PBMares, LLP. Outside of advisory work, he is a bank director at Chesapeake Bank and a trustee for the Williamsburg Community Foundation. Apella Wealth serves a diverse client base, including individuals, retirement plan sponsors, and institutions, offering a range of investment management, financial planning, and consulting services. The firm employs a model-driven, quantitative investment approach and integrates various third-party technologies to support portfolio management and reporting.

Matthew Marrella is a financial advisor at Apella Wealth with five years of industry experience. He holds a Series 66 designation and has worked previously at myCIO Wealth Partners, The Vanguard Group, and Raymond James Financial Services. Outside of his advisory roles, his background includes positions at Muhlenberg College and other organizations. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering various investment management and financial planning services. The firm employs a model-driven, quantitative investment approach combining factor-oriented equity strategies, fixed income, and tax management, supported by multiple technology integrations.

Daniel Yoo is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Apella Wealth. His prior experience includes roles at PBMares Wealth Management, LLC, and UBS Financial Services. He is also an insurance agent representing various insurance companies. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering investment management, financial planning, and consulting services. The firm employs a model-driven, quantitative investment approach and integrates multiple third-party technologies to support its broad product mix and institutional reach.

Austin Eason is a financial advisor at APELLA Wealth with two years of industry experience. He holds a Series 65 designation and has worked at several firms, including Robertson, Anshutz, Schneid, Crane & Partners and PBMares Wealth Management LLC. Between 2017 and 2018, he took time off to study for and take the LSAT. APELLA Wealth serves a diverse client base, including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach and offers a range of services such as discretionary and non-discretionary management, financial planning, and consulting.

Patrick Sullivan is a CFP® professional with four years of industry experience. He is currently with Connecticut Wealth Management, LLC, where he has worked since 2021. Prior to that, he was with Asset Strategies, Inc. and Sullivan & Company CPAs. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to a diverse client base including individuals, trusts, estates, not-for-profits, business owners, executives, and plan sponsors. The firm emphasizes long-term, fundamentally driven asset allocation and personalized portfolio construction, offering access to private equity investments and utilizing a range of investment vehicles supported by third-party research.

Diana Bacon is a CFP® with 25 years of industry experience, currently serving at Apella Wealth since 2020. She previously led Bacon Financial Management, Inc. for 14 years. Outside of her advisory role, she operates Eating With Mom, a project focused on helping families transition to gluten-free, whole-food cooking. Apella Wealth is a multi-team firm with approximately 90 advisors that serves a diverse client base, including individuals, retirement plan sponsors, and institutions. The firm uses a model-driven, quantitative investment approach with a range of strategies and integrates various technologies to deliver customized portfolio solutions.

Edward Richter is a financial advisor at Apella Wealth with 21 years of industry experience. He holds the PFS™ and Series 65 designations and has worked at Apella Capital, LLC since 2016. His prior experience includes roles at Symmetry Partners, LLC, WS Securities Incorporated, and ARC Investment Planning & Management Inc. Apella Wealth serves a diverse client base, including individuals, retirement plan sponsors, foundations, and institutions, offering both discretionary and non-discretionary investment management along with financial planning and consulting. The firm employs a model-driven, quantitative investment approach that incorporates factor-oriented equity strategies and tax-overlay management, and integrates various third-party technologies to support client solutions.

Shawn Hoyt is a CFP® with five years of industry experience, currently advising at Apella Wealth in West Hartford, CT. He has worked at Apella Capital, LLC since 2021 and had a brief tenure at Vestory, LLC in 2020. Prior to entering the financial industry, he worked in design and flooring from 2013 to 2020. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach with a range of services from discretionary management to consulting, supported by integrated technology and an institutional client focus.

Brendan Fitzgerald is a CFP® and holds a Series 65 license with 10 years of industry experience. He has worked at Connecticut Wealth Management, LLC since 2023 and previously spent 10 years at New England Guild Wealth Advisors. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, estates, nonprofits, business owners, executives, and plan sponsors. The firm focuses on long-term, fundamentally driven asset allocation and personalized portfolio construction, utilizing a range of investment vehicles and third-party research to support decisions.

Meredith Pickett is a CFP® with one year of industry experience, currently advising at Connecticut Wealth Management, LLC. She previously worked at Planning Partners and has been involved with The Institute of Sustainable Nutrition since 2013, serving as an instructor and board member in addition to her advisory role. Connecticut Wealth Management provides financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, estates, non-profits, businesses, and executives. The firm’s investment approach is long-term and fundamentally based, utilizing strategic asset allocation across mutual funds, ETFs, individual securities, and alternative investments tailored to client goals.

Alexander Romejko is a financial advisor at Connecticut Wealth Management, LLC with three years of industry experience. He holds a Series 65 credential and previously worked at New England Guild Wealth Advisors, Inc. and the University of Connecticut. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, estates, not-for-profits, business owners, executives, and plan sponsors. The firm employs a long-term, fundamentally driven investment approach with personalized portfolio construction and offers access to private equity investments for qualified clients.

Evelyn Zohlen is a CFP® with 23 years of industry experience, currently serving as an advisor at Apella Wealth since 2023. Prior to this, she worked at Inspired Financial for 20 years. She volunteers approximately 40 hours per year providing pro bono financial planning to underprivileged community members through the Financial Planning Association. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering a range of investment management, financial planning, sub-advisory, and consulting services. The firm employs a model-driven, quantitative investment approach and integrates multiple third-party technologies to support portfolio management and client reporting.

Kathleen Parks is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Apella Wealth. Her career includes roles at Symmetry Partners, Patriot Investment Management Group, and R.W. Sidley, Inc., where she also held a director position at a privately held concrete company. She was a member of the Knoxville Rotary Club for 18 years. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach with a range of strategies and integrates multiple third-party technologies to deliver customized portfolio management and consulting services.