Broker Check

Our Team

Matthew Carbray CFP®, ChFC®, CLU®

Managing Member/Certified Financial Planner

(860) 773-6750

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...

Read more

Kevin Regan, MBA, CFP®, CPFA



(860) 269-0175

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...

Read more

Esmeralda Passanisi

Office Manager/Client Services Representative

(860) 773-6750

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...

Read more

Emily Normandin, CFP®

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...

Read more

Evangeline Houle

Director, Firm Operations

(860) 269-0176

(860) 677-0898

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...

Read more

Lannette Pederzani

Operations Manager, Ridgeline FP North


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...

Read more

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...

Read more