Our Team

Our Team

Gottfried & Somberg Wealth Management, LLC, is a team of dedicated professionals with diverse backgrounds, working together to help make our clients’ retirement goals become reality. 

Joshua Gottfried, CFP®, CDFA®, AIF®

Co-Founder and Principal

Joshua Gottfried, CFP®, CDFA, AIF®, is a founder and principal of Gottfried & Somberg Wealth Management, LLC, an independent investment and financial services firm.

Josh helps affluent clients transition into retirement. While helping clients over the past 20 years, he has earned advanced credentials to further his expertise and holds CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary and Certified Divorce Financial Analyst designations.

Throughout his career, his insights about investing and retirement planning have been published and quoted in The New York Times, Morningstar, Financial Planning Magazine, Investment Advisor Magazine, and other industry publications. He is currently pursuing an MBA in Asset Management at Yale.

Josh has been recognized by a number of organizations over the past 20 years, most recently:

Honored by Forbes as an elite advisor for the fourth year in a row on the Forbes’ Best-in-State Wealth Advisors List[1] for 2022.



 

Chairman Seal
 

 

Josh is proud to have been recognized as a Commonwealth Chairman's Level advisor for 2021—a distinction based on annual production attained by just 4 percent of advisors affiliated with Commonwealth Financial Network.

 

 

 

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Five Star Professional Wealth Manager in Connecticut Magazine by Crescendo Business Services[2] every year since 2012

 

 

 

Josh lives in the west end of Hartford with his wife and three children. He is an avid outdoorsman and reader of 19th- and 20th- century history.

Before co-founding GSWM, Josh graduated from Muhlenberg College and The Loomis Chaffee School.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 

[1] Data provided by SHOOK® Research, LLC., as of 4/2022.  Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Overall, 34,925 advisors were considered, and 6,585 (18.8 percent of candidates) were recognized.  This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. SHOOK does not receive a fee in exchange for rankings. The full methodology that Forbes developed in partnership with SHOOK Research is available here.

[2] Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,191 Connecticut area wealth managers were considered for the award; 272 (9 percent of candidates) were named 2021 Five Star Wealth Managers. (The criteria provided reflect the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award may vary from year to year). For more information, please visit www.fivestarprofessional.com.

These awards are not indicative of the wealth manager's future performance. Your experiences may vary.

Matthew Somberg, AIF®, CLTC®

Co-Founder and Principal

Ranked by Barron's as one of the Top 100 Independent Advisors in the country, Matthew Somberg is co-founder and Principal of Gottfried & Somberg Wealth Management, LLC, an independent investment and financial services firm that provides sophisticated wealth planning and investment management strategies to individuals and small institutions.

Since 2000, Matthew has worked with a wide variety of affluent clientele and their families, including physicians, business owners, educators, and serious investors.

Matthew divides his professional time between taking care of a small group of clients, working closely with his clients' estate planning attorneys and accountants, and leading a team of advisors within the firm.

Awards:

  • In 2022 Matthew was honored by Barron’s as an elite advisor for the fifth year in a row on the Barron’s list of America’s Top 1,200 Financial Advisors for 20221, Matthew was named #11 of thirty six Wealth Advisors in Connecticut and #2 in the Greater Hartford area.
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  • In 2022 Matthew was honored by Barron's named a Top 100 Independent Advisorfor the second year in a row.
Top 100 Independent Advisors
 

 

 

 

  • In 2022 Matthew was honored by Forbes as an elite advisor for the fifth year in a row on the Forbes’  Best-in-State Wealth Advisors list for 20223.  Matthew was named #2 Wealth Advisor in Connecticut and #1 in the Greater Hartford area.

 

  • A Five Star Professional Wealth Manager in Connecticut Magazine by Crescendo Business Services4 (2012-present).

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  • The Financial Times 400 Top Financial Advisers list5 (2020, 2019, 2017, 2016)
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  • Matthew Somberg is proud to have been recognized as a Chairman's Level advisor for 2019 (2010-present)—a distinction based on annual production attained by just 3 percent of advisors affiliated with Commonwealth Financial Network.

    Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Chairman's Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Chairman's Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

Chairman Seal

Matthew holds the Accredited Investment Fiduciary® (AIF®) designation. He maintains client relationships and registrations to practice and serve clients in many states throughout the country.

Education:

Matthew is an honors graduate of Brandeis University, with degrees in both economics and history. He is a member of the Phi Alpha Theta National Honor Society, and his writings on the effects of North American Free Trade Agreement have been published.

Community Service: 

  • Board Member of the Connecticut Children’s Medical Center (CCMC) Foundation
  • Chair of the Investment Committee of Connecticut Children's Medical Center
  • Former Treasurer and Board Member of Kol Haverim Synagogue
  • Finance Committee Shelter Harbor Golf Club

Personal:

He is a devoted husband to his wife, Amy, and father to his three kids, Ella, Eli and Cooper. They reside in South Glastonbury, CT.

He is a registered representative of Commonwealth Financial Network®, member FINRA/SIPC, an independent broker/dealer.

 

[1] To compile its annual list,* Barron’s, a leading financial publication, uses data provided by some of the nation’s most productive advisors. Barron’s takes a number of criteria into account for this state-by-state ranking, including assets under management; revenues generated by advisors for their firms; quality of practices, which includes examination of regulatory records; and philanthropic work. Overall, 6,000 advisors were considered, and 1,200 (20 percent of candidates) were recognized in 2022. This list includes both Registered Investment Advisers and Investment Adviser Representatives; some states may include more advisors than others, in proportion to state populations. For more information, please visit www.barrons.com/advisor/report/top-financial-advisors/1000.
*Investment performance is not a criterion.

[2] 2022 Barron’s Top 100 Independent Advisors, created by Barron's. Presented in September 2022 based on data gathered from June 2021 to June 2022.  514 advisors were considered, 100 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For most recent award information, https://www.barrons.com/advisor/report/top-financial-advisors/independent

[3] Data provided by SHOOK® Research, LLC., as of 6/30/21. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Overall, 34,925 advisors were considered, and 6,585 (18.8 percent of candidates) were recognized.  This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. SHOOK does not receive a fee in exchange for rankings. The full methodology that Forbes developed in partnership with SHOOK Research is available here https://www.shookresearch.com/

(A)This recognition and the due–diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you.
(B)Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings. 

[4] Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3191 Connecticut area wealth managers were considered for the award; 272 (9 percent of candidates) were named 2021 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). For more information, please visit www.fivestarprofessional.com

[5] The 2020 list is produced independently by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. The nominees are evaluated on several primary areas and calculated a numeric score for each advisor. The areas of consideration include assets under management (AUM), asset growth, compliance record, experience, credentials, and accessibility. Approximately 1,040 applicants were considered, and 400 (38.5 percent of candidates) were recognized. For the full methodology, please visit ft.com ​

These awards are not indicative of the wealth manager's future performance. Your experiences may vary.

 

Lisa Hurley, CFP®

Chief Operations Officer

As COO, Lisa works behind the scenes to optimize the smooth operations of our workflow processes, HR, financials, technology, compliance, legal, infrastructure and vendor relations. Lisa’s 10 years of experience in the financial services industry includes advisor expertise as a CERTIFIED FINANCIAL PLANNERTM practitioner and managing two Fidelity branches as a branch service manager. 

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. 

Barbara H. Taylor

Financial Consultant

Barbara Taylor joined Gottfried & Somberg Wealth Management, LLC in June 2021.

Barbara has delivered personalized financial advice to clients for more than 30 years. As the representative for a number of large retirement plans including Hartford Healthcare, University of Connecticut Health Center, University of Connecticut Law, Connecticut Children’s Medical Center, as well as many state teachers plans, she has helped countless people lay the foundation for a successful retirement. Her entrepreneurial spirit led her to create ClearGuidance Financial, a boutique financial advisory practice that merged with Gottfried & Somberg Wealth Management, LLC in June 2021

Summit ClubBarbara Taylor is proud to have been recognized as a Summit Club advisor for 2020—a distinction based on annual production that places her among the top 20 percent of advisors affiliated with Commonwealth Financial Network. 

Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Summit Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Summit Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients. 

Barbara and her husband, Mark, live in West Hartford, Connecticut with their dog, Zephyr. They have two daughters, Madeleine is in New York City working as a modern art restoration specialist and Juliette lives with them when not attending Skidmore College.

Barbara has a degree from the University of Hartford. She holds FINRA 6, 7, 63, and 66 Securities registrations through Commonwealth Financial Network®.

Dan Heffernan, RICP®, AIF®

Wealth Advisor

Dan Heffernan, RICP®, AIF® is a Retirement Income Certified Professional and Accredited Investment Fiduciary who joined Gottfried & Somberg Wealth Management, LLC, in May 2006.  Dan graduated with honors from Northeastern University, where he earned his bachelor's degree.

As an experienced financial professional, Dan vicariously retires dozens of times a year—taking clients’ retirement personally and helping them pursue the financial goals they’ve invested in for decades.

Specializing in income planning and investment analysis, Dan has a unique blend of interpersonal skills and financial planning abilities.  His work brings together several aspects of asset management and retirement income planning into a cohesive financial plan, providing clients with a single, unified course of big-picture action all in one place.

Dan holds numerous professional certifications and registrations, including FINRA Series 6, 7, 63, and 65 securities registrations through Commonwealth Financial Network®, and his Connecticut life and health insurance licenses. Dan is a Registered Representative of Commonwealth, member FINRA/SIPC, an independent broker/dealer.

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Dan has been recognized as a Five Star Professional Wealth Manager in Connecticut Magazine by Crescendo Business Services[1] every year since 2014.

 

Dan currently resides in Wethersfield with his wife Tiare and dog Stewart.

RICP
 


Since 2017
The educational, ethical, and experience requirements established by the Board of Trustees of The American College of Financial Services have been satisfied. The right to use the RICP® designation is contingent on adherence to the ethics, Continuing Education and other requirements of The College’s Professional Recertification Program and requires ongoing recertification.



[1]Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,191 Connecticut area wealth managers were considered for the award; 272 (9 percent of candidates) were named 2021 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com

Jim DeMartino, CFP®

Wealth Advisor

Jim DeMartino, CFP®, joined Gottfried & Somberg Wealth Management, LLC in October 2009.

Jim is a CERTIFIED FINANCIAL PLANNER™ professional with 19 years' experience in the financial industry.

Jim is committed to providing every client with superior, impartial financial planning advice that is specific to each individual’s unique circumstances—and to communicating that advice in straightforward, easy-to-understand language.

Jim specializes in retirement income planning, and is exceptionally knowledgeable about the many complex intricacies of both the CT State Employees Retirement System and the CT Teacher Retirement System, as he has helped shepherd hundreds of clients through the often daunting retirement process. Jim is also involved in all other areas of financial planning, including investment management, insurance and estate planning. Jim's knowledge of the various aspects of financial planning, combined with his strong organizational skills and his personable, welcoming style, make him a joy for our clients to work with and a valuable member of our team. In addition to his CFP® certification, Jim holds FINRA Series 7 and Series 66 securities registrations through Commonwealth Financial Network®, and is insurance-licensed for, and well-versed in, life insurance, variable life, annuities, and long-term care insurance.

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.Jim has been recognized as a Five Star Professional Wealth Manager in Connecticut Magazine by Crescendo Business Services[1]  in 2021, 2020 and 2019.

 

Born in Lancaster, Pennsylvania, Jim has resided in Connecticut for the past 15 years, and lives in Glastonbury. In the 1980s Jim earned a BFA from the School of the Art Institute of Chicago and his MFA in painting from Yale University, where he also taught for five years. In his spare time, he enjoys painting and drawing, traveling, listening to all kinds of music, and playing guitar.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

[1]Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,191 Connecticut area wealth managers were considered for the award; 272 (9 percent of candidates) were named 2021 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com

Ryan Olschefskie, RICP®

Wealth Advisor

Ryan Olschefskie, RICP®, joined Gottfried and Somberg Wealth Management, LLC, in September 2015. Ryan is a Wealth Advisor and Retired Income Certified Professional (RICP®) with more than 22 years of experience in financial services, including 16 years as a Financial Consultant at Fidelity.

Ryan works very closely with his clients in reviewing their current and long-term investment and financial needs. He keeps consistent and timely communication with his clients to make sure they are informed of any investment or portfolio updates. As an RICP® designee he specializes in retirement income planning, and walks his clients through the process to ensure they understand and address all potential risks that may arise in retirement.

Ryan holds numerous professional financial registrations, including FINRA Series 6, 63, 66, 7, and 9/10 (held through Commonwealth Financial Network®) and is insurance-licensed in life insurance, variable life, and annuities. He graduated from Central CT State University with a bachelor’s degree in business management and was a member of the Golden Key National Honor Society.

Ryan was born and raised in Manchester, CT, and now resides in Glastonbury. He is a devoted husband to his wife, Kate, and father to their two children, Avery and Spencer. He has supported various charities and foundations including the Leukemia and Lymphoma Society with Team in Training, Special Olympics Connecticut, and the American Cancer Society. He is an avid runner and likes to golf, but, most important, he enjoys spending time with his family.

RICP
 


Since 2018
The educational, ethical, and experience requirements established by the Board of Trustees of The American College of Financial Services have been satisfied. The right to use the RICP® designation is contingent on adherence to the ethics, Continuing Education and other requirements of The College’s Professional Recertification Program and requires ongoing recertification.

Kathleen Erickson, RICP®

Wealth Advisor

Kathleen Erickson, RICP®, joined Gottfried & Somberg Wealth Management, LLC, in 2012 with more than 30 years of experience in the Financial and Insurance industries.

Kathy has counseled numerous clients to help them build, preserve and enjoy their wealth.

As a Wealth Advisor and Retired Income Certified Professional (RICP®), Kathy combines her skills and personal approach when providing wealth management and retirement planning.  She works closely with you to build a cohesive financial plan to simplify the demands of managing your wealth and retirement, which frees up your time to devote time to your family, business, and personal endeavors.

Kathy holds numerous professional certifications and registrations, including FINRA Series 7, 24, 63, and 65 securities registrations through Commonwealth Financial Network.  She also has licenses for Life Insurance, Fixed and Variable Annuities and Long Term Care insurance.

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Kathy has been recognized as a Five Star Professional Wealth Manager in Connecticut Magazine by Crescendo Business Services[1]  every year since 2014.

Kathy was born and raised in the Boston, MA area with a few places in between and now resides in Manchester, CT with her husband, Steve, her daughter Christine and two lovable Pomeranian dogs, Kona and Kuma.  Rounding out the family are son's Kyle in Newington and Blake in Colorado.  In her spare time Kathy enjoys cooking, boating and spending time with family and friends.

Kathy is passionate about various charities and foundations particularly the American Cancer Society/Melanoma Research, Wounded Warrior Project and the Connecticut Humane Society.

RICP

Since 2017
The educational, ethical, and experience requirements established by the Board of Trustees of The American College of Financial Services have been satisfied. The right to use the RICP® designation is contingent on adherence to the ethics, Continuing Education and other requirements of The College’s Professional Recertification Program and requires ongoing recertification.

[1]Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,191 Connecticut area wealth managers were considered for the award; 272 (9 percent of candidates) were named 2021 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com

Steve Draczynski

Wealth Advisor

Steven Draczynski joined Gottfried & Somberg Wealth Management, LLC, in June 2018 as a Wealth Advisor. Steve has over 20 years of experience in financial services, including 15 years as a Financial Consultant for Fidelity Investments.

As a Wealth Advisor Steve provides retirement income planning and investment guidance to help clients with current and future financial goals. This entails walking clients through a thorough process to make sure they are well educated and aware of the key risks they can face leading up to and in retirement.

Steve holds several professional registrations including FINRA Series 7, 63 and 66.  In addition, he is insurance licensed in life insurance, variable life and annuities.  Steve is a proud graduate from the University of Connecticut with a bachelor's degree.

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Steve has been recognized as a Five Star Professional Wealth Manager in Connecticut Magazine by Crescendo Business Services[1]  in 2021 and2020.

Steve was born and raised in Harwinton, CT and now resides in Ashford.  He and his wife Tiffany have two daughters, Ava and Taylor.  In his spare time Steve enjoys working around the house, skiing and traveling with his family.

He is passionate about several charities and foundation including the 22q Family Foundation, American Childhood Cancer Organization, St. Jude, and the Connecticut Children's Medical Center.

[1]Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,191 Connecticut area wealth managers were considered for the award; 272 (9% of candidates) were named 2021 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com

James Newman, CFA, CFP®

Wealth Advisor

Jim has over 20 years of investment and financial planning experience and is a CFA® Charterholder and a CFP® Practitioner. He has worked as an equity analyst for a hedge fund, a wealth manager at a national financial planning firm, a portfolio manager at a Registered Investment Advisor (RIA) firm, and owned his own RIA firm, Peak Point Capital Management, LLC.  Jim merged Peak Point with Gottfried & Somberg Wealth Management, LLC in December 2018.

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Jim has been recognized as a Five Star Professional Wealth Manager in Connecticut Magazine by Crescendo Business Services[1]  in 2021 and 2020.

Jim’s most important role is as a husband and father of four. He has three teenage children and one precocious five-year-old. He is active in his community and serves as president of CFA Society Hartford. He also chairs the investment committees for two charitable advisory boards.

For recreation, Jim enjoys outdoor activities like hiking, fishing, skiing, running, and especially mountain climbing. He has many Adirondack and White Mountain peaks under his belt (over 30), and his dream is to become an Adirondack 46er (by ascending all 46 Adirondack peaks above 4,000 feet) and to climb Mt. McKinley.

cfp-logo
 






Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

[1]Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,191 Connecticut area wealth managers were considered for the award; 272 (9 percent of candidates) were named 2021 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com

Michael Hannon

Wealth Advisor

Michael Hannon joined Gottfried & Somberg Wealth Management, LLC in February of 2021.

Mike has more than 10 years of experience in the financial services industry, working as a Wealth Management Advisor at TIAA and Fidelity Investments prior to joining us at Gottfried & Somberg.

As a Wealth Advisor, Mike has a passion for knowing his clients on a personal level and developing plans that align with who they are as unique individuals.  To accomplish this, Mike uses his knowledge of retirement income planning and investments to work collaboratively with clients to create life-long financial plans.

MIke currently holds FINRA Series 7, Series 63 and 66 securities registrations through Commonwealth Financial Network®.  Mike also holds a Connecticut Life and Health insurance license.

Mike received his bachelor’s degree from Providence College and his MBA from the University of Hartford.  He is currently working toward the CERTIFIED FINANCIAL PLANNERTM  professional designation.

Mike lives in South Glastonbury with his wife Nicky and their son Owen. In his free time, Mike enjoys regular, adventure-filled activities with his family, from weekend trips to Vermont to exploring the many wonderful walking trails found throughout Glastonbury.

Magdalena Szarejko

Wealth Advisor

Magda joined Gottfried & Somberg Wealth Management, LLC in June 2021, through their merger with ClearGuidance Financial.

She worked at CGF for the past eight years, after starting her financial services career in 2011 at Bank of America.  Magda has gained a deep investment and financial planning knowledge through more than a decade of experience as a paraplanner and analyst.  She was closely mentored by Barbara Taylor and Terran Titus. As they began to shift towards retirement, Barbara and Terran helped Magda to advance into her own next career phase as an advisor.

Magda received her finance degree from the University of Connecticut School of Business and holds FINRA Series 6, 7, and 66 securities registration through Commonwealth Financial Network®.  She has completed her insurance licenses along with CT Partnership Long Term Care insurance and is a notary public.  

After relocating from Poland to the United States in 2001, Magda became fluent in English and is bilingual. This experience helped shape her into a person who values family, empathy, and hard work above all, which she clearly translates into her understanding of clients’ unique situations and perspectives.

Magda comes from a growing family with three siblings, two nephews, Archer and Caden, and one niece, Izabela. In addition to spending time with her family and friends, Magda enjoys abstract painting, photography, gardening, reading, and road trips.

 

Jacob Alonzo

Wealth Advisor

As a Wealth Advisor, Jake provides retirement planning and investment guidance to help clients achieve their financial goals. Jake works closely with his clients to acquire a holistic understanding of their current and long-term planning needs. Jake’s clients range from educators to business owners to retirees.

A native of Haddam, Connecticut, Jake holds FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®.  He is a graduate of Wesleyan University where he was captain of the baseball team and earned a B.A. in Economics.

Outside of work, Jake enjoys watching sports, fishing, and improving his golf game. He volunteers his time during the summer to help local youth baseball players develop their skills and passion for the sport.

Nicholas Hogrefe, CFA, CFP®

Senior Investment Analyst

Nicholas Hogrefe began his career at Gottfried & Somberg Wealth Management, LLC, in June 2011. In his current role as Senior Investment Analyst, Nick manages the investment research and selection process.  He also works closely with advisors to integrate our clients' goals with their portfolios and oversees the model portfolio management system.

Nick received his bachelor’s degree in finance from the University of Connecticut and holds his FINRA Series 6, 7, 63, and 65 securities registrations.  He is a Chartered Financial Analyst charterholder, a CERTIFIED FINANCIAL PLANNER™ professional and belongs to the CFA Society of Hartford.

In his spare time, Nick enjoys watching football and staying active.  He lives in South Glastonbury with his wife Kayla.

cfp-logo
 






Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

David Mitchell, CFA

Senior Investment Analyst

David is a Chartered Financial Analyst charterholder and serves as a Senior Investment Analyst at Gottfried & Somberg.  He is integral to the investment research and selection process. David also works closely with advisors to integrate our clients' goals with their portfolios and oversees the model portfolio management system. 

David received his bachelor’s degree in economics from Cornell University where he played varsity lacrosse. Following his collegiate career, he played lacrosse professionally in the National Lacrosse League and Major League Lacrosse. He began in the financial services industry in 2007 at UBS in Chicago. In 2008 he joined Virtus Investment Partners as an internal wholesaler. Before joining Gottfried & Somberg he was a credit analyst at Newfleet Asset Management. He holds his FINRA Series 7 and 66 securities registrations. David also belongs to the CFA Society of Hartford.

A long-time Hartford resident, David recently moved to Old Saybrook where he lives with his wife Amy. He grew up in Canada and enjoys playing golf, hockey, and lacrosse in his spare time.

Kevin Blain

Senior Financial Planning Analyst

Kevin Blain joined Gottfried & Somberg in February 2022 as a Senior Financial Planning Analyst. With over ten years in the investment and banking industry, Kevin brings additional experience to our team in portfolio management, financial planning, and client service.

Kevin graduated from Central Connecticut State University’s School of Business, holds FINRA series 7 and 66 securities registrations through Commonwealth Financial Network and a State of Connecticut insurance license.

Kevin and his wife live in Southington, CT. When not in the office, he enjoys spending time with friends and family, performing music, cooking, and traveling with his wife, Chrisma Joyce.

Nancy Stillman

Senior Financial Planning Analyst

Nancy Stillman joined Gottfried and Somberg Wealth Management as a Senior Financial Planning Analyst in June 2022.  She has over 30 years of experience in the Financial Services Industry with a strong background in operations.  Nancy was the Director of Operations with ING Financial Partners before transitioning to a Senior Operational Risk Analyst with ING’s Operational Risk Management team.  She was the Office and Operations Manager for ClearGuidance Financial for 6 years and a Client Relationship Manager with Essex Financial Services. 

Nancy graduated from Mount Holyoke College in 1992 with a Bachelor of Science and holds the Series 7, 24, 53, 63 and 65 licenses.

Nancy lives in Ellington with her son Ian.  When not watching Ian play lacrosse or drum in the high school band, she enjoys spending time with family and friends.  Nancy owns an artisan gift shop in Granby CT specializing in local artisans.  She is also a certified EMT and volunteers with the CT Critical Incident Stress Management Team (CISM) counseling first responders

Casey Johnson, CFP®

Paraplanner

As a Paraplanner, Casey serves as an instrumental member of our team by providing outstanding financial planning and wealth management research to support our advisors. She has over fourteen years of experience in the Financial Services industry, specializing in client operations and behind-the-scenes processes.

Casey is a graduate of Emory University and the University of Connecticut, where she obtained a Master of Science degree in accounting. Casey holds her CFP certification® and FINRA Series 7 and 66 securities registrations.

In her spare time, Casey loves to cross stitch and travel throughout the US. She is heavily involved in PFLAG Sandy Springs, a non-profit that provides support, education, and advocacy for LGBTQIA+ people and their friends and families in Sandy Springs, Georgia. She is a native of Greensboro, North Carolina, and currently resides in Alpharetta, Georgia.  

Monica Page

Chief of Staff

Monica joined Gottfried & Somberg Wealth Management, LLC in January 2022 as Chief of Staff.

As Chief of Staff, Monica focuses on the administrative and operational logistics that keep Matthew Somberg’s team running efficiently. She manages communications for his external relationships and activities, is the primary point of contact and streamlines team workflow.

Monica has proven experience in business management, with a special focus on communications, project management, team facilitation, and collaboration. Prior to Gottfried & Somberg she spent twelve years as Director of Operations for an advertising and marketing firm.

Monica graduated from University of Hartford with a master’s degree in Industrial and Organizational Psychology.

In her spare time, Monica loves to attend sporting events, travel, and spend time with her two daughters, Morgan and Taylor. She is a native of Glastonbury where she resides today with her family.

Melissa Etheridge

Director of Operations

Melissa joined Gottfried & Somberg Wealth Management, LLC in 2020 as the Director of Operations.  Melissa works directly with the Chief Operating Officer on workflow processes, HR, financials, technology, compliance, legal, infrastructure and vendor relations.

Melissa spent the previous six years serving as an Assistant Vice President at United Bank, focusing on project management, facilities, investor relations, and client service functions. Prior to her time at United Bank, Melissa spent the previous 13 years in New York City working for Citigroup and Guggenheim Partners, prior to relocating to Connecticut in 2014.

Melissa graduated from Bentley University with a degree in marketing and information technology.

A native of Portland, CT, she and her husband, Shaun, live in Glastonbury with their three children, Kellan, Ella, and Ava.

Kim Skerry

Director of Administration

Kim began working with Gottfried & Somberg Wealth Management, LLC, in August 2009. A native of Rhode Island, Kim has more than 40 years of experience working in the financial service and insurance industries. She holds numerous professional financial registrations, including FINRA Series 6, 7, 24 and 63 through Commonwealth Financial Network®.  She also holds insurance licenses and actively assists clients with their home and auto insurance needs.

As Director of Administration, Kim leads our team of Relationship Managers and trains them in best practices.  She also serves as the executive assistant to Matthew Somberg and Joshua Gottfried, and handles all their client servicing and scheduling.

Kim is an avid golfer and racquetball player and enjoys traveling and spending time with her granddaughters, Madison and Kacey.

Kathleen Centola

Marketing Director

Kathleen Centola joined Gottfried & Somberg Wealth Management, LLC, in June 2013. Kathy is our Marketing Director.

As the Marketing Director, Kathy is responsible for our retirement workshops, client events, community G&S Give Back events, and G&S team outings. She manages all details from the event idea, the venue, the marketing material and hospitality that results in a high-quality experience for our attendees.  She also designs and publishes our semi-annual newsletter.

Kathy graduated from Northeastern University with a bachelor’s degree in economics. She has more than 30 years of experience in retail management and operations. She started her career with Napier, a jewelry designer and manufacturer, where she co-developed a factory outlet operation that included 12 stores in 10 states. Most recently, Kathy worked with Brooks Brothers analyzing and forecasting sales and financial plans in stores across four European countries.

Outside of work, Kathy enjoys gardening and golfing with her husband, Glenn.

Melinda Learned

Private Wealth Relationship Manager

Melinda joined Gottfried & Somberg Wealth Management, LLC, in May 2017 as our Wealth Management Services Concierge and was promoted in March 2021 to Private Wealth Relationship Manager.

Melinda has a diverse background; from theatre performance to over ten years' experience in financial services.  She supports Wealth Advisors Ryan Olschefskie, Steve Draczynski and Jim DeMartino and is responsible for their clients' new accounts, cashiering, servicing and scheduling. Melinda is a notary public.

Rita L. Ferreri

Private Wealth Relationship Manager

Rita Ferreri joined Gottfried & Somberg Wealth Management, LLC in June 2021 as a Private Wealth Relationship Manager.

Rita began her career in the Financial Services Industry in 1995 after graduating from Suffolk University in Boston with a Bachelor Degree in Finance.  She has over 20 years of experience in Life Insurance and Financial Planning.  Rita held many operational positions over the years at Cigna, Lincoln Life Financial Group and ClearGuidance Financial.  Her previous roles included Sr. Compensation Consultant, Team Leader, Representative Support of IT and a Client Relationship Liaison.  In her current role as Private Wealth Relationship Manager, Rita will assist clients with new accounts, transfers, cashiering, and scheduling. Rita is a notary public.

Rita resides in Southington with her husband, Joe, their 3 wonderful children Bianca, Mario and Isabella and their Golden Retriever “Munson”.

In her free time, Rita and her husband enjoys watching their children in their many sporting activities - Rugby, Football, Basketball and Baseball.  They also love spending family time in Narragansett, RI during the summer and fall months.

Sylvia Maieli

Private Wealth Relationship Manager

Sylvia joined Gottfried & Somberg Wealth Management, LLC in August 2021 as a Private Wealth Relationship Manager.

Sylvia has 10 years' experience in banking, insurance and wealth management.  She's held many operational roles including Branch Management, Claims, and Director of Client Relations at Webster Bank, The Hartford and other firms.

She supports Wealth Advisors Daniel Heffernan, Jacob Alonzo and Kathleen Erickson, and is responsible for their clients’ new accounts, cashiering, servicing and scheduling. 

Sylvia graduated from the University of Connecticut with a degree in Communications.

She resides in Bolton, CT with her husband, Silvio (yes, really!), and their daughters, Adriana and Amalia. Sylvia enjoys cooking, discovering new foods, travel & culture, and family.