Alissa is responsible for overseeing our daily operations to ensure an exceptional client experience. This entails managing our client service team, creating efficiencies and refining company processes and workflows. In addition, Alissa leads our Marketing and Community Outreach initiatives.
Prior to joining Principle Wealth Partners, Alissa spent 17 years in the Pharmaceutical industry in various roles ranging from Sales & Marketing to Training and Medical Affairs.
Alissa resides in Madison, CT with her husband John and their two children, Brody and Sydney.
Education and Certifications
Bentley University
Julina L. Ogilvie, CIMA®Julina manages wealth for high net worth individuals and families in addition to guiding successful advisors through the firm’s succession planning strategy. Prior to joining Principle Wealth Partners, Julina held executive roles at J.P. Morgan Asset Management and Lord Abbett & Co. In these roles, she used her extensive knowledge of the capital markets to educate the country’s top advisors.
Julina is an accomplished speaker and strategist who has presented wealth management concepts to thousands of financial professionals and clients. She is recognized for her outstanding achievements and serves as a mentor for young women entering the business. Julina is an avid skier and triathlete.
Julina resides in Fairfield, CT with her husband Doug, their daughters Kaylin and Sidney and two dogs Mudd and Sierra.
Education & Certifications
Colgate University
CERTIFIED INVESTMENT MANAGEMENT ANALYST
Barbara has worked in a variety industries over the past decade, where she specialized in business operations and supporting executive staff members.
Barbara’s enthusiastic drive provides Principle Wealth Partners with administrative support and brand awareness. Her creativity and spirit enables her to provide a positive client experience.
Prior to Principle Wealth Partners, Barbara worked at an array of businesses ranging from client service, customer care, project management and event planning.
Barbara currently resides in Branford, Connecticut with her son, Tore.
Education & Certifications
University of Connecticut
With almost a decade of experience in the financial services industry, Andrew specialized in operations and comprehensive financial planning.
Andrew is responsible for financial oversight and analysis. With his attention to detail and his efficiency with technology, he helps attain the firm’s financial goals, and develop financial planning software.
Prior to Principle Wealth Partners, Andrew was the Director of Operations at Olio Financial Planning. His background is routed in compliance oversight and financial plan analysis.
Andrew is the Treasurer on the Board of Directors of The Madison Foundation. In addition, he also volunteers as a rugby coach for a regional high school.
Andrew currently resides in Madison with his wife, Luvie and their two dogs, Maple & Philo
Education & Certifications
University of Vermont
Megan has worked in the financial service industry for over 20 years with a diverse background in retirement and wealth management as well as insurance and estate planning.
Prior to joining Principle Wealth Partners, Megan specialized in personal and commercial insurance and was a Financial Advisor at Prudential. She combines her role as a fiduciary with her passion for service excellence and education to provide unbiased advice and help clients achieve their financial goals.
Megan is active in several Shoreline Chambers and serves as Vice President on the Board of Directors for the nonprofit ACORD in Wallingford, CT. She resides in Southington, CT and has two children, Joseph and Megan.
Education & Certifications
University of Connecticut
With over 20 years of experience in a broad range of professional roles, Katye specializes in operations, identifying inefficiencies within organizations, and streamlining policies and procedures. She is responsible for coaching and managing the staff and advancing strategic business objectives.
Prior to turning her career to the financial industry, Katye worked with startup pharmaceutical companies establishing efficient systems, policies, and procedures. Additionally, Katye held leadership roles in government, with the City of Providence, Rhode Island, and later as an attorney with the Rhode Island Ethics Commission.
Katye resides in East Greenwich, Rhode Island, with her husband Jim and their children, Jimmy and Ava.
Education & Certifications
Roger Williams School of Law
King’s College School of Business
Denise CoteDenise has over 25 years of client service experience. She is responsible for onboarding, account maintenance, and cashiering requests while providing clients with an extraordinary level of personal attention and service.
Prior to Principle Wealth Partners, Denise was a relationship manager for a local financial services firm.
Denise resides in Old Saybrook, CT with her two children Daniel and Taylor.
Education & Certifications
Franklin Pierce University
Colin M. DuganColin has over a decade of experience in the financial services industry where he has spent his career servicing high net worth individuals and families.
Colin’s positive and encouraging attitude is evident whether he is serving clients, assisting their business partners or giving back to his community. He works directly with clients attending to their day-to-day financial needs and works tirelessly behind the scenes to help our clients reach their goals.
Prior to Principle Wealth Partners, Colin held relationship and operational management positions for boutique, Connecticut-based wealth management firms.
Colin and his wife Liz reside in Old Saybrook with their two young children, Jack and Isla.
Education & Certifications
Endicott College
This is our newest employee
Nicole M. ArmeniaAnalyzing investments, macroeconomic trends and uncovering operational inefficiencies is at the core of Nicole’s work. In addition to investment and economic analysis, she is responsible for our client reporting systems and planning tools. Nicole was an analyst and co-advised the student-managed portfolio within the Quinnipiac University Endowment Fund.
Education & Certifications
Quinnipiac University
Meg MacGregorMeg has over 25 years of experience in the financial services industry. She is responsible for supporting our team in the servicing of client relationships and providing outstanding customer service on a day to day basis. Meg is committed to assisting the needs of clients and managing any issues that arise. She is organized, proactive, and attentive when it comes to problem solving and planning.
Meg resides in Madison, CT with her husband Scott.
Education & Certifications
University of Rhode Island
Michael J. CastielloMichael is responsible for the management of Principle Wealth Partners compliance program. He ensures the team has an ongoing understanding of current and developing advisory regulations and their relation to our clients and our business. Michael is charged with creating a culture of compliance achieved through maintaining up-to-date policies and documentation, ensuring free and open communications within the practice, delivering compliance education programs, and consistent review of adherence to policies.
Prior to Principle Wealth Partners, he was a Financial Advisor at Essex Financial and assistant Branch Manager at Bank Of America.
Michael resides in Milford, CT with his wife Kim and their 2 sons Cole and Owen.
Education & Certifications
University of Connecticut
John P. Hannigan, CFP®For the past 20 years John was a Vice President, Executive Planning Consultant at Fidelity Investments, providing comprehensive investment and financial planning services to top executives and their families at five Fortune 100 companies.
John is an accomplished public speaker. He has presented to thousands of individuals at hundreds of events over the years. Topics include: Retirement Readiness, Retirement Income Planning, Tax-Efficient Investing, Equity Compensation and Investing for Endowments and Foundations.
John resides in Madison, CT and is a volunteer at the Ronald McDonald House in New Haven, he is also very active in the Chamber of Commerce of Greater New Haven, the Shoreline Chamber of Commerce, and is a member of the Rotary Club of Madison CT.
Education & Certifications
William Paterson College
CERTIFIED FINANCIAL PLANNER™ Professional
Robert S. Paolucci, CFP®With over 20 years of wealth management experience, Robert’s focus is helping individuals and families plan for their financial future. By embracing a model of integrated wealth management, he addresses all of the relevant areas of financial planning including investment management, taxes, wealth accumulation, cash flow generation, insurance, and estate planning to generate comprehensive financial plans for his clients.
As a fiduciary, Robert has a passion for providing independent, unbiased advice and educating his clients on the importance of behavioral finance.
Prior to founding Principle Wealth Partners, Robert was a Sr. Vice President at Essex Financial where he was a member of the investment committee and board of directors. Robert also has large investment firm experience serving in senior roles at Fidelity Investments and Bank of America Investments.
Robert resides in Killingworth with his wife Danielle and daughter Giuliana.
Education & Certifications
Fairleigh Dickinson University
CERTIFIED FINANCIAL PLANNER™ Professional
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Retirement is different now than it was in past generations. These days, individuals have much higher expectations for how they wish to spend their retirement. It’s wise to have a plan for this exciting new phase of your life. Many factors are interconnected, which require careful consideration when developing a plan. With our decades of retirement planning experience, we will create a plan that will empower you to accomplish your retirement goals. We focus on 3 controllable components : Saving, Spending and Investing.
We understand that life happens fast. Periodic reviews are necessary to keep your retirement targets in sight. Our approach helps individuals understand how their everyday decisions directly impact their retirement outcomes and provides structure so that investing in one’s future is practical and effective.
If you truly wish to make an impact on your community and generations to come, you’ll need to have a clear strategy for philanthropic giving. Principle Wealth can help you use your wealth to efficiently and effectively support the charity or cause of your choice. We can even help you select a cause if you need assistance doing so. We’ll work with you and your family to determine the best charitable giving strategy for you. The goal is to come up with a long-term solution that you and your loved ones can feel good about.
Regardless of your level of wealth, estate planning is a vital part of your overall financial plan. Planning ahead can give you greater control, privacy, and an opportunity to leave more of your legacy to your loved ones. We will work with your attorney and tax advisor to ensure every aspect of your estate plan meets your needs.
Common estate planning documents include trusts, wills, advance medical directives and a power of attorney.
Reviewing your plan at regular intervals, in addition to major life events, will help ensure that your legacy, both financial and otherwise, is passed on in accordance with your wishes and that your beneficiaries receive their benefits as smoothly as possible.
Together with your tax advisor we can help manage how you generate income, choose which accounts you invest in, and take advantage of potential deductions. In general there are three strategies we consider to better manage your taxes:
There are many tax moves an investor can make. The key is to formulate a number of strategies that make sense for your situation. We will work with you and your tax advisor to create a disciplined plan to help you keep more of your money.
Compensation decisions should always be made in light of other holdings, income, and your bigger financial picture. Our experienced team dives deep into your options, including deferred compensation planning, assisting with the determination of distribution times and lengths, and assessing and factoring in the inherent risks. We’ll review stock option strategy and long-term incentive plans; we’ll also clarify the impact contingencies – such as death, disability, forced and unforced separation, and retirement – will have on benefits for you and your family.
A carefully-crafted and comprehensive plan provides a roadmap to financial security, allowing your goals to work in tandem rather than at odds with each other. In short, our team has the expertise and experience to serve as Chief Financial Officer for you and your family.
Emotions are the enemy of successful investing. Many investors place their life savings into investment strategies that rarely align with their short and long term financial goals. We work closely with our clients to minimize the financial toll of hasty emotional investment decisions.
