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.

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 third year in a row on the Forbes’ Best-in-State Wealth Advisors List[1] for 2021; named #34 Wealth Advisor in Connecticut and #9 in the Greater Hartford area.

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Named to the Financial Times Top 400 Financial Advisers List[2] for the second year in a row.



 

Chairman Seal
 

Josh is proud to have been recognized as a Commonwealth Chairman's Level advisor for 2020—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[3] every year since 2012

 

 

 

Josh lives in downtown 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]The 2021 ranking of the Forbes’ Best–in–State Wealth AdvisorsA list was developed by SHOOK Research and is based on in–person and telephone due–diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, approximately 32,725 advisors were considered, and 5,000 (approximately 15.3 percent of candidates) were recognized. The full methodologyB that Forbes developed in partnership with SHOOK Research is available at www.forbes.com

AThis 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.
BPortfolio 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. 

[2] 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. Not indicative of advisor's future performance. Your experience may vary. For the full methodology, please visit ft.com ​

[3] 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. 3048 Connecticut area wealth managers were considered for the award; 285 (9 percent of candidates) were named 2020 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

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 2021 Matthew was honored by Forbes as an elite advisor for the fourth year in a row on the Forbes’  Best-in-State Wealth Advisors list for 20211.  Matthew was named #3 Wealth Advisor in Connecticut and #1 in the Greater Hartford area.
  • In 2021 Matthew was honored by Barron’s as an elite advisor for the fourth year in a row on the Barron’s list of America’s Top 1,200 Financial Advisors for 20212, Matthew was named #21 of thirty six Wealth Advisors in Connecticut and #3 in the Greater Hartford area. 

  • The Financial Times 400 Top Financial Advisers list3 (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
     
  • A Five Star Professional Wealth Manager in Connecticut Magazine by Crescendo Business Services4 (2012-present).
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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
  • Membership 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, Connecticut.

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

[1]The 2021 ranking of the Forbes’ Best–in–State Wealth AdvisorsA list was developed by SHOOK Research and is based on in–person and telephone due–diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, approximately 32,725 advisors were considered, and 5,000 (approximately 15.3 percent of candidates) were recognized. The full methodologyB that Forbes developed in partnership with SHOOK Research is available at www.forbes.com

AThis 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.
BPortfolio 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. 

(2) 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(a) into account for this state-by-state ranking, including assets under management(b); revenues generated by advisors for their firms; quality of practices, which includes examination of regulatory records; and philanthropic work. Overall, 4,000 advisors were considered, and 1,200 (30 percent of candidates) were recognized. The list includes both Registered Investment Advisers and Investment Adviser Representatives; some states may include more advisors than others, in proportion to state populations. This award is not indicative of the wealth manager's future performance.  Your experience may vary.

 

(a) Investment performance is not a criterion.
(b) Managed through Commonwealth.

 

[3] 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. Not indicative of advisor's future performance. Your experience may vary. For the full methodology, please visit ft.com ​

[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. 3048 Connecticut area wealth managers were considered for the award; 285 (9 percent of candidates) were named 2020 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

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. 

Terran R. Titus, CFP®

Senior Wealth Advisor

Terran Titus, CFP®, joined Gottfried & Somberg Wealth Management, LLC in June 2021.

Terran began her career in the financial services industry more than 30 years ago.  Terran enjoys helping pre-retirees plan and save for retirement as well as designing income plans to sustain a lifetime in retirement. 

Terran served in many senior-level positions throughout her distinguished career. From 2008 to 2010, she helped run ING's Business School at headquarters in Amsterdam. Upon her return to the U.S., she managed ING’s product department with assets under management exceeding $40B.  Terran left ING to join ClearGuidance Financial as a Partner to pursue her long-term goal of working with individuals and families throughout their financial journeys.  

Terran is an avid gardener and loves adventurous travel.  Some of her favorite experiences include hiking the Sahara Desert in Morocco, boating through the Galapagos Islands, and she has a goal to one day see the Aurora Borealis in person.

Finnegan, is a redheaded Schnoodle and certified therapy dog, and, is Terran’s partner when they visit at the American School for the Deaf. 

Terran is a CERTIFIED FINANCIAL PLANNERTM and holds FINRA 7, 24, 63, and 66 securities registrations through Commonwealth Financial Network®. She offers fixed insurance products and services.

Barbara H. Taylor

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

Barbara 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 24 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.

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Barbara 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®, and offers fixed insurance products and services.

Dan Heffernan, RICP®

Wealth Advisor

Dan Heffernan, RICP®, is a Retirement Income Certified Professional 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 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. 3048 Connecticut area wealth managers were considered for the award; 285 (9 percent of candidates) were named 2020 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 18 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.

CONWM20_JamesDeMartino_horizontal.Jim has been recognized as a Five Star Professional Wealth Manager in Connecticut Magazine by Crescendo Business Services[1]  in 2019 and 2020.

 

 

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. 3048 Connecticut area wealth managers were considered for the award; 285 (9 percent of candidates) were named 2020 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 with more than 20 years of experience in the financial services industry.

As a wealth advisor and RICP® designee, 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. He also specializes in retirement income planning and walks his clients through the process to ensure they are able to understand and address all potential risks that may arise in retirement, whether it be from an investment or income planning perspective.

He 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 Connecticut 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, Connecticut, 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 marathon 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 November 2012.

Kathy is a wealth advisor and Retired Income Certified Professional with more than 30 years of experience in the financial services and insurance industry.

Kathy assists all types of clients with their financial planning and investment needs.  Her focus is on client relationships and is trained on transitioning from asset accumulation to creating a sustainable livelihood for her clients in their retirement.  She is responsible for meeting with clients, researching client issues, preparing and presenting financial plans and updates.

Kathy also has extensive knowledge with the Connecticut Teachers Pension plan and provides consulting services to pre- and post-retiree educators on their overall retirement plan.

Kathy holds the FINRA Series 7, 24, 63, and 65 securities registrations and her Connecticut Life & Health Insurance license.  She is also certified with the Connecticut Partnership for Long-Term Care.

CONWM20_KathleenErickson_horizontalKathy has been recognized as a Five Star Professional Wealth Manager in Connecticut Magazine by Crescendo Business Services[1]  every year since 2014.

 

 

Kathy and her husband, Steve, are residents of Manchester, Connecticut and have three children – Christine, Kyle, and Blake.  In her spare time, Kathy enjoys sailing, cooking, and spending time with family and friends.

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. 3048 Connecticut area wealth managers were considered for the award; 285 (9 percent of candidates) were named 2020 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

Taylor King, CFP®

Wealth Advisor

Taylor joined Gottfried & Somberg Wealth Management, LLC in 2012, to combine two of her keenest interests: the art of human connection and the science of solving problems using logic and numbers.

Having served in varying roles over the past 8 years, she is thoroughly familiar with holistic retirement planning and investment management from the ground up. This comprehensive knowledge, combined with her love of math, helps Taylor break down complex financial concepts into relatable language for her clients.

Working with teachers, state employees, executives, and affluent families, Taylor has reassured and guided hundreds through the transition into the next chapter of their lives. She strives to understand each of her client’s unique goals and values, viewing this collaborative process as the cornerstone of every financial plan we create and implement. Understanding the complexity of the ever-changing world around us, Taylor is committed to providing recommendations that are in each client’s personal best interest.

Having graduated from Miss Porter’s School and earned her bachelor’s degree at Hamilton College, she chose to continue her financial education by obtaining her CFP® certification in 2016. As a CERTIFIED FINANCIAL PLANNERTM practitioner, she takes her ongoing fiduciary commitment seriously: putting her clients’ interests ahead of her own.  She also holds FINRA Series 7, 63 and 65 securities registrations, and the Connecticut Life and Health Insurance license.

When Taylor isn’t at the office, you can find her on the tennis court, practicing Reformer Pilates, or spending quality time with her loved ones. She shares a passion for travel with her husband, Jordan, and their most recent adventures have brought them to Hungary, Austria, Thailand, and Indonesia. Please feel free to share your travel tips, she’s all ears!

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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.

Steve Draczynski

Wealth Advisor

Steven Draczynski joined Gottfried & Somberg Wealth Management, LLC, in June 2018 as a Wealth Advisor.

Steve has over 18 years of experience in the financial services industry that includes working as a Financial Consultant for Fidelity Investments.

As a wealth advisor he 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.

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

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

Steve was born and raised in Harwinton, Connecticut and now resides in Ashford.  He is married to his wife Tiffany, and has 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. 3048 Connecticut area wealth managers were considered for the award; 285 (9 percent of candidates) were named 2020 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’s professional background is unique in its breadth of experience, encompassing both investment management and financial planning roles.  He has functioned as an equity analyst for a long/short hedge fund, a wealth manager at a national financial planning firm, a VP of portfolio management at a Registered Investment Advisor (RIA) firm and, for the last five years, as founder and president of Peak Point Capital Management, LLC. Jim merged his firm with Gottfried & Somberg Wealth Management, LLC in December 2018, and brings 20 years of investment management experience to our team and is a CFA® Charterholder and a CFP® Practitioner.

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

Jim’s most important role is as a husband and father of four. He has three teenage children, Kristen, John, and Molly, and one precocious three-year-old, JJ. He is active in his community and heads the financial literacy program for CFA Society Hartford, where he is a member of the Executive Board. 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. 3048 Connecticut area wealth managers were considered for the award; 285 (9 percent of candidates) were named 2020 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

Nicholas Hogrefe, CFA, CFP®

Senior Research Analyst

Nicholas Hogrefe began his career at Gottfried & Somberg Wealth Management, LLC, in June 2011. In his current role as Senior Research 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.

Magdalena Szarejko

Senior Financial Planning Analyst

Magdalena Szarejko joined Gottfried & Somberg Wealth Management, LLC in June 2021 as a Senior Financial Planning Analyst.

Magda began her career in the financial services industry in 2011. She joined ClearGuidance Financial in May 2014 as a part-time Administrative Assistant and was quickly promoted to Client Relationship Liaison, and later to the role of Investment Research Associate.

Magda and her family relocated from Poland to the United States in 2001. She quickly became fluent in English and is bilingual. This gives her a unique perspective when it comes to helping clients. She comes from a growing family with three siblings and two wonderful nephews: Archer and Caden.

Magda enjoys abstract painting, photography, gardening, reading, road trips, and spending time with her family and friends.

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.  

Michael Hannon

Senior Financial Planning Analyst

Michael Hannon joined Gottfried & Somberg Wealth Management, LLC in February of 2021 as a Senior Financial Planning Analyst.

Mike comes to Gottfried & Somberg with 9 years of experience in the financial services industry. He worked most recently at TIAA and Fidelity Investments as a Wealth Management Advisor. Mike currently performs investment research, financial analysis and client service.

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 PLANNER™ professional designation.

Mike currently lives in Glastonbury with his wife Nicky and their son Owen. In his free time, Mike enjoys many adventures taken with his family, from weekend trips to Vermont to exploring the many walking trails found throughout Glastonbury.

Robert Parra

Financial Planning Analyst

Rob joined our firm in the summer of 2019 as an Associate Paraplanner. Rob spent 2 years interning with our firm before graduating from Trinity College with a B.S. in Mathematics.  Rob works closely with Nick Hogrefe on daily research, investment analysis and client portfolio support.  In addition, Rob accompanies advisors in client meetings and performs various related advisor support duties. Rob is currently working towards his Series 7 Securities license, and hopes to continue on to one day earn both CFA® and CFP® designations. 

Outside the office, Rob enjoys rock climbing both in and outdoors, and riding his motorcycles with his father.

Jacob Alonzo

Financial Planning Analyst

Jake joined Gottfried & Somberg Wealth Management, LLC in the summer of 2020 as an Associate Paraplanner after spending the previous two years as an intern with the firm. Jake attended Wesleyan University where he captained the baseball team and earned a B.A. in Economics.

Jake works closely with Dan Heffernan, attending Dan’s client meetings and performing investment duties including client portfolio support. Jake is currently working towards his Series 7 Securities license, and hopes to one day earn both CFP® certification and CFA designation.

Outside of work, Jake enjoys watching sports, fishing, and improving his golf game.

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 as Director of Administration. 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®.

Kim serves as the executive assistant to Matthew Somberg and Joshua Gottfried. She is responsible for their client new accounts, transfers, cashiering, and scheduling. Additionally, she actively assists clients with their home and auto insurance needs and also holds life and long-term care licenses.

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

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 five years' experience in financial services.  She will service clients and their accounts, and assist Wealth Advisors Ryan Olschefskie and Steve Draczynski and their clients. Melinda is a notary public.

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.

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.