Support Staff

Support Staff

Brittany Feller

Director of Client Services

Office-203-421-2121 ext. 293  Direct Line-203-490-2144

Brittany is the director of client services and executive assistant to Mark Egidio.

After attending Southern Connecticut State University and completing a rigorous five-year program, she graduated in May of 2011 with three bachelor’s degrees: in elementary education, special education, and a liberal studies degree in sociology and psychology.

Brittany’s role at EALWM includes a wide variety of responsibilities, including overseeing and organizing client service procedures and models, preparations for meetings, prompt and concise follow-up for post-meeting actions, as well as ensuring that sensitive portfolio details are kept secure, accurate, and up to date.

Her greatest pleasure comes from spending time with her loved ones, family and friends, and her rescued pup, Elle. She also enjoys traveling, hiking, giving back to the community, advocating for animal rights, and spending as much of her spare time outdoors.

“When people go to work, they shouldn't have to leave their hearts at home.” — Betty Bender

 

 

 

Rachel Puleo

Senior Client Service Associate

Office-203-439-0732 ext. 224  Direct Line-203-533-4835

Rachel graduated from Central Connecticut State University in the spring of 2012 with a bachelor’s degree in business management. She previously worked at a plumbing manufacturing company in Newington in the purchasing and logistics department.

Rachel and her husband, Michael, were married in 2015 and reside in Southington. In her free time, she enjoys staying fit and active. Some of her favorite activities are rollerblading and going to the gym. She also enjoys organizing, interior decorating, and spending as much time as she can with her family.

Joanne Daley

Director of Communications

Office-203-439-0732 ext. 230  Direct Line-203-533-4968

Joanne is responsible for all marketing and public relations activities, as well as client appreciation events, community events, and workshops. She maintains all of the marketing materials, websites, sponsorships, and advertising for the firm.  

Joanne attended Southern Connecticut State University and obtained a degree in psychology.

Joanne lives in Watertown with her husband, Tom, and their three daughters: Alex, Brianna, and Erika. She loves spending time with her family and friends, enjoys cooking, gardening, and walking her precious Cavalier King Charles (Bailey).

Kaitlyn Creem

Senior Client Service Associate

Office-203-439-0732 ext. 233   Direct Line-203-698-5466

Kaitlyn is a senior client service Associate to Anthony Assante. She obtained a degree in hospitality management in 2012 and spent several years in the hotel industry.

Kaitlyn resides in Monroe with her son, Thomas, and enjoys spending time with family and friends.

Growing up in Monroe on her family’s horse farm, Kaitlyn and her sister traveled and showed horses competitively for six years. Kaitlyn also enjoys cooking/baking and traveling, but most of all she loves being a mom and spending quality time with her son.

 

Kerry Walsh

Client Service Associate

Office-203-439-0732 ext. 301  Direct Line-203-533-4827

Kerry is an administrative assistant, and her friendly hello and warm smile will greet you as you come in or call the office. She obtained a degree in marketing and corporate communications in 1998 from Roger Williams University. She has spent the last 10 years as a corporate event planner. She now works with Jessica on helping new clients develop individualized long-term financial plans. 

Kerry resides in Cheshire with her three children, Samantha, Brady, and Marissa, and her two dogs, Casey and Khloe. She is originally from Brookline, Massachusetts, and is at her happiest spending time at her family’s summer beach house on Cape Cod. She enjoys traveling, outdoor activities, and spin class, but most of all, she loves spending time with her family and friends.

Sally Novak Janin

Client Service Associate

Office-203-439-0732 ext. 269    Direct Line-203-580-8670

Sally is an administrative assistant to John Grosso and Paul Brenner. She has a BA in Slavic studies from Boston College and a JD from The George Washington University. She stopped practicing law many years ago to spend more time with her family. She enjoys reading, writing about what she’s read, and playing golf.

 

She lives in Middlebury with her two children, seven geckos, and more books than she actually has room for.

Julia Milewski

Senior Client Service Associate

Office-203-421-2121 ext. 300   Direct Line-203-490-2122

Julia is an administrative assistant to Mark Egidio. She graduated from Southern Connecticut State University in 2011 with a bachelor’s degree in psychology and has previously worked in the social work field as well as in human resources.

Julia resides in Wallingford and enjoys spending time with her family and friends. She is also an avid reader, has a fond passion for music, and is a keen advocate for the mental health community. 

Melodie Hudak

Client Service Associate

Melodie is an administrative assistant to Anthony Assante. She has 23 years of experience in the financial services industry, holding positions from a licensed associate planner to a pension consultant.  Melodie has strong expertise in the non-profit and government markets. Her strong organizational and interpersonal skills make her a valuable member of Anthony’s team.

In her spare time, Melodie likes gardening, hiking, reading, and flower arranging, but she is happiest when she is in her kitchen cooking for friends and family, sipping wine, and enjoying good conversation. 

Joy Beatrice-Cody

Senior Client Service Associate

Joy earned a bachelor of science degree from the University of Connecticut and a graduate teaching degree from Central Connecticut State University. She holds FINRA Series 6 and 63 securities registrations and a Connecticut health and life insurance license. She has experience working with group employer-sponsored 403(b) and 401(k) plans, pension plans, and individual retirement products. 

Joy is a mother of twins who enjoys watching baseball and horse racing, riding her bike, volunteering, and spending time with her friends and family.

 

Meg MacGregor

Client Service Associate

Meg is a client service associate to Mark Egidio. She graduated from the University of Rhode Island with a bachelor of science degree and has been working in the finance industry for over 25 years.

Meg resides in Madison with her husband, Scott, and enjoys running races, hiking, traveling, and spending time with family and friends.  

 

 

   

Stefany Gonzalez

Business Development Manager

Stefany joined EALWM in 2021 as a business development manager. Stefany attended Albertus Magnus College and received a degree in finance. Prior to joining the team at EALWM, she worked in the financial services field, handling client/firm operations, event planning, and paraplanning. In addition, she was a key member of the investment committee. 

Stefany resides in Westville with her son, Melvin, and dog, Zaya. They enjoy watching NBA games, mini-golfing, bowling, traveling, and spending quality time with friends and family.

 

Stephanie M Sargisian

Senior Client Service Associate

Stephanie joined EALWM in 2021 as a senior client service associate to Tim Stowell. She has a paralegal degree and worked for several years as an estate planning and probate paralegal. In 2007, she transitioned to the financial services industry and obtained her FINRA Series 6 and 63 securities registrations in 2013.

Stephanie resides in Tolland with her husband, Dennis, and has two daughters. She enjoys doing home improvement projects and outdoor activities. Participating in fundraising activities with friends and family is one of her favorite things to do. She has completed events such as Vino and the Beast, Warrior Dash, Color Me Rad, the Manchester Road Race, and the New England Parkinson’s Ride.

Nicole Grillo

Client Service Associate

Nicole is a client service associate for Marc Lennon.  She graduated from Western Connecticut State University in 2018 with a bachelor’s degree in English literature and a minor in journalism. Nicole has strong organizational and interpersonal skills with a background in customer service. 

Nicole resides in Watertown.  She enjoys reading, hiking, going to the beach and most of all spending time with family and friends.