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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Christopher Connelly

Managing Partner

413-219-4174

413-214-7447

Chris@foleyConnelly.com

Chris Connelly is president and co-founder of Foley/Connelly Financial Partners, LLC. Chris is a graduate of the University of Massachusetts Amherst with a degree in Economics. Chris has been in the financial services field since...

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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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Kathryn Blake

Financial Planning Specialist

(860) 761-3896

860-677-0898

Kathryn@ridgelinefp.com

Kathryn comes to Ridgeline Financial Partners as a career changer. She practiced pharmacy for more than 20 years before she discovered the profession of financial planning. She started her career transition in late 2021 and passed the...

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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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Owen Freeman-Daniels CFA®, ChFC®, CASL®, CFP®

CERTIFIED FINANCIAL PLANNER™

ofd@foleyConnelly.com

Owen Freeman-Daniels, CFA, ChFC® , CASL®, CFP® is a Producer for Foley/Connelly Financial Partners, the Benefits Group and Foley Insurance Group. He graduated Magna um laude from Amherst College with a...

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