Our Team
Matthew Carbray CFP®, ChFC®, CLU®
Partner
Matthew Carbray offers comprehensive financial planning advice to individuals, families, and small business owners. Partnering with clients to define their financial priorities, short-term goals, and long-term aspirations, Matthew...
Kevin Regan, MBA, CFP®, CPFA
CERTIFIED FINANCIAL PLANNERâ„¢
As a Certified Financial Planner, Kevin Regan focuses on establishing collaborative financial planning relationships with new and existing clients. In addition, Kevin manages the financial benefit programs for our small business...
Esmeralda Passanisi
Office Manager/Client Services Representative
Esmeralda Passanisi handles all firm-level and client operations for Ridgeline Financial Partners, managing everything from customer service to processing new business to maintaining client and compliance files. With more than 20 years...
Emily Normandin
Client Services Manager
Emily began her career in financial services at AXA Advisors’ Retirement Benefits Group in Wellesley, MA where she worked primarily with school teachers and staff. After which she moved to West Hartford and joined Retirement...
Meghan Rutherford
Managing Director, Marketing & Operations
Meghan is responsible for our client engagement, marketing, event planning and firm efficiency. She has a diverse financial services background...