Broker Check

Our Team

Matthew Carbray CFP®, ChFC®, CLU®

Partner

(860) 269-0175

[email protected]

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®

 

CERTIFIED FINANCIAL PLANNERâ„¢

(860) 269-0175

[email protected]

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) 269-0175

[email protected]

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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Meghan Rutherford

Managing Director, Marketing & Operations

860-269-0176

[email protected]

Meghan joins Ridgeline Financial Partners as Managing Director, Marketing & Operations. She is responsible for our client engagement, marketing, event planning and firm efficiency. She has a diverse financial services background...

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