* Not registered with SagePoint Financial, Inc.
Harold (Buddy) Hartmann is a Certified Financial Planner ™ (CFP®), and a Certified Public Accountant (CPA – NY and CT). Buddy also has a Master's in Taxation (MST) from the University of New Haven, over 25 years of experience in the Public accounting with a focus on taxation, and over 9 years in the financial services and insurance industry. He holds the following registrations: Series 63 (Agent), Series 7 (General Securities), and Series 66 (Combined State Law).
Buddy has demonstrated an educated integration of understanding Tax Beta in his overall financial planning along with a solid commitment to educating his clients, implementing a focused financial plan, and monitoring that plan to achieve his client goals.
He joined Elliott Wealth Management Services, LLC in 2015 as the organization now has offices in Madison, CT, Summerfield, FL and Southington, CT.
Buddy is a resident of Madison, CT and enjoys participating and coaching his son and daughter in a range of sports including baseball, softball, and basketball. He is an active member in the Madison community, his church, and volunteers regularly for a wide variety of causes. This includes being the Co-director of Run for the Cove 5K, 2 mile memorial walk and kids fun run (Covect.org).
Lindy is an Associate Advisor and is responsible for coordinating the financial planning and customer service efforts of Elliott Wealth Management Services, LLC. Lindy is a licensed professional and holds a Series 7 (General Securities) registration and Series 66 (Combined State Law) registration. She is process oriented, organized, detailed, and she is committed to the goal of making every client a raving fan of Elliott Wealth. Lindy is committed to devoting as much time and effort as possible to explain financial concepts, strategies and investment alternatives in a way that is easily understood, allowing Elliott Wealth Management Services' diverse client-base to make informed financial decisions.
After earning her accounting degree from the University of Phoenix in 2014, she enrolled in Boston University's Certified Financial Planner™ (CFP ®) program. She has been with Elliott Wealth since 2014 and has been affiliated with SagePoint Financial since 2016. Lindy is a frequent guest on Elliott Wealth's Simply Financial Podcast with Christopher Calandra.
Lindy is married and has two children in high school. She enjoys reading, listening to podcasts, and is an avid outdoorsman.
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Christopher is the founder and principal of Elliott Wealth Management Services, LLC which has offices in Southington Connecticut, Madison Connecticut, and Summerfield Florida. Christopher is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with over twenty nine years of experience helping small business owners, retirees, and families achieve their financial goals and objectives. He is dedicated to providing each client with the individual attention and tailored strategies to achieve their goals. Chris is committed to devoting as much time and effort possible with clients to explain financial concepts, strategies, and investment alternatives in a way that is easily understood; allowing Chris's diverse client base to make informed financial decisions.
After graduating from Western Connecticut State University in 1992, he attained the CFP® designation in 2000 after completing coursework at the College for Financial Planning in Denver, Colorado. Chris holds the following registrations: Series 7 (General Securities), 24 (General Securities Principal), 63 (Agent), and 65 (Investment Advisor Representative). He is licensed for life, health, and variable insurance lines of business and has been affiliated with SagePoint Financial since 2005.
Christopher is also the host of the Simply Financial Podcast. Chris has been married since 1996 and has two children. He enjoys sports, coaching, reading, and traveling in addition to being a podcast host.
Joelle Calandra graduated from Wesleyan University in 1993 with Bachelor's in Economics. She worked in the Financial Services industry for 15 years with First Investors Corporation, Main Street Management Services, and Pentec Inc. She obtained her Certified Planner Certificate in 1998 through the College for Financial Planning. In addition, Joelle has been working part time as a Bookkeeper Consultant for the last 8 years.
Joelle has joined the team at Elliott Wealth Management Services, LLC in September 2015. Her role at the company is Administrative Assistant with primary responsibilities of financial controls, reporting, accounts payable, and accounts receivable.
Joelle and her husband Christopher have been married more than 23 years and have two very active children. They spend many nights and weekends watching their children's sporting events. Joelle enjoys spending time with her family and friends.
Dave Lake has worked in the financial services industry for 25 years, is licensed as a Certified Public Accountant in the state of Connecticut, has a Masters in Business Administration from the University of Maryland and a Bachelors degree in Accounting from Southern Connecticut State University. He focuses on all phases of the Wealth Management process including financial consulting and tax preparation. Dave started Lake Financial Services over ten years ago and has also worked at Filomeno & Company, KPMG, and Deloitte & Touche. In addition, Dave has worked as the CFO of two entrepreneurial start-ups where he was successful in raising $2.5 million in venture financing. Recently he filled in for the CFO of the CT Humane Society while they conducted their search for a replacement CFO.
Dave served as the Chairman and Co-Chairman of the Meriden Rotary Central Connecticut Pet Fair for 10 years. Dave also served as an alumni advisor to Sigma Chi's Gamma Omega chapter at the University of Connecticut. Dave has been on the Board of Directors at the Meriden-New Britain-Berlin YMCA and has acted as the Treasurer for the past three years. Dave has coached youth soccer for a number of years and is active in a number of other local organizations.
Dave serves clientele throughout Connecticut and many other states which includes closely held business owners, retirees, and families. He plans to continue to grow his practice. He enjoys traveling, CrossFit, the Red Sox, and spending time with his dog, Odin.
Dave Lake CPA/MBALake Financial Services, LLC 107 East Main St. Meriden, CT 06450 (O):203-634-7549(F):firstname.lastname@example.org
Madison, CT 0644340 Mungertown Rd - Suite 3(O):email@example.com
Dan graduated from the University of Connecticut in 2018 with a bachelor's degree in marketing. He specializes in digital marketing & analytics. Dan joined the Elliott Wealth Management Services team in April of 2020. Before joining us, he worked as a marketing communications assistant for MacDermid Alpha Electronics Solutions for 4 years.
Dan uses his expertise in marketing and technology to coordinate the marketing and digital communication efforts for EWMS. He embraces new technology and is always on the lookout for new and innovative ways to improve our systems and processes to enhance our communication with clients.
Dan's love for movies & video games is unmatched unless compared to his love for pizza. He enjoys socializing & spending time with friends.