Broker Check

Our Team

Matthew Carbray CFP®, ChFC®, CLU®

Managing Member/Certified Financial Planner

(860) 773-6750

matt@ridgelinefp.com

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...

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Kevin Regan, MBA, CFP®, CPFA

 

CERTIFIED FINANCIAL PLANNER™

(860) 269-0175

kevin@ridgelinefp.com

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...

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Esmeralda Passanisi

Office Manager/Client Services Representative

(860) 773-6750

esmeralda@ridgelinefp.com

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...

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Emily Normandin

Client Services Manager

860-773-6750

emily@ridgelinefp.com

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...

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Evangeline Houle

Director, Firm Operations

(860) 269-0176

(860) 677-0898

eve@ridgelinefp.com

Eve works closely with the managing partner to oversee firm operations management, human capital, and client development initiatives of the firm.  She has 15 years experience in the insurance industry, including property...

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Jeffrey Siegel, Esq.

Of Counsel

jeff@ridgelinefp.com

Jeff Siegel has a long and extensive history of helping clients with complex financial, estate and tax planning issues. He has earned a B.A. with High Honors from Clark University, a J.D. from the University of Connecticut School of...

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Lannette Pederzani

Operations Manager, Ridgeline FP North

413-586-0101

lannette@ridgelinefp.com

For over 20 years, Lannette has been building relationships in the financial services industry. Prior to joining the firm, her most recent role was Payment Operations Team Lead of Retirement Services, Research, and Service of Process...

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Steven Daury, CFP®

Certified Financial Planner/Founder, Daury Wealth Management

Steve Daury has been working in the financial services industry for three decades, all here in the Pioneer Valley, so there is a pretty good chance that he knows, and possibly even worked with, the other financial professionals on your...

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