Broker Check

Our Team

Matthew Carbray CFP®, ChFC®, CLU®

Partner

(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 PLANNERâ„¢

(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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Meghan Rutherford

Managing Director, Marketing & Operations

860-269-0176

meghan@ridgelinefp.com

Meghan is responsible for our client engagement, marketing, event planning and firm efficiency. She has a diverse financial services background...

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