Our Team

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...