Support Staff

Support Staff

Brittany Feller

Director of Client Services

Brittany joined Egidio Assante Wealth Management in February of 2013. She is the Director of Client Services and Executive Assistant to Mark Egidio.

 

After attending Southern Connecticut State University and completing a rigorous 5-year program, she graduated in May of 2011 with three bachelor’s degrees in Elementary Education, Special Education and a Liberal Studies degree in Sociology and Psychology.

 

Brittany’s role at EAWM includes a wide variety of responsibilities including overseeing and organizing client service procedures and models, preparations for meetings, prompt and concise follow-up for post-meeting actions, as well as ensuring sensitive portfolio details are kept secure, accurate and up to date.

 

Her greatest pleasure comes from spending time with her loved ones, family and friends, and her rescued pup, Elle.  She also enjoys playing the guitar, hiking, giving back to the community, advocating for animal rights, and spending as much of her spare time outdoors.

 

“When people go to work, they shouldn't have to leave their hearts at home.”— Betty Bender

 

 

 

Rachel Puleo

Client Relationship Manager

Rachel graduated from Central Connecticut State University in the spring of 2012 with a bachelor’s degree in business management. She previously worked at a plumbing manufacturing company in Newington in the purchasing and logistics department.

Rachel and her husband, Michael, were married in 2015 and reside in Southington. In her free time, she enjoys staying fit and active. Some of her favorite activities are rollerblading and going to the gym. She also enjoys organizing, interior decorating, and spending as much time as she can with her family.

Sandy Macioce

Bookeeper

Sandy joined Egidio Assante Wealth Management in August 2005. In her role as bookkeeper, she brings invaluable accounting experience along with efficiency and organization. Her friendly hello and warm smile will greet you as you come in or call the office.

Born and raised in Sandusky, Ohio, Sandy has been a lifelong Ohio State Buckeye fan! She lives in Southington with her rescue dog, Bucky. She has 4 children and 11 grandchildren.

Sandy is passionate about her family and watching sports. Most weekends will find her in the stands rooting for her grandkids as they participate in their activities.

Joanne Daley

Office Manager

Joanne joined Egidio Assante Wealth Management in 2013.

As a detailed-oriented and multi-tasking individual, Joanne keeps the office operating efficiently and effectively. She also coordinates office events, workshops and client events. Joanne attended Southern Connecticut State University and obtained a degree in psychology.

Joanne lives in Watertown with her husband, Tom, and their three daughters: Alex, Brianna, and Erika. She loves spending time with her family and friends, as well as enjoys cooking, gardening, and walking her precious Cavalier King Charles (Bailey).

Kaitlyn Creem

Client Services Manager

Kaitlyn joined Egidio Assante Wealth Management in August 2015.  She is a Client Services Manger to Anthony Assante. She obtained a degree in hospitality management in 2012, and spent several years in the hotel industry. She now gathers various data and organizes individual financial plans. Her warm personality and smile are clearly noted when she greets our clients at the firm.

Kaitlyn resides in Middlebury with her husband, Michael, and her adorable son, Thomas. She enjoys baking and traveling, but most of all she loves spending time with her family and friends.

Kerry Walsh Mudry

Administrative Assistant

Kerry joined Egidio Assante Wealth Management in August 2017 as an administrative assistant to Jessica Espada. She obtained a degree in Marketing and Corporate Communications in 1998 from Roger Williams University. She has spent the last 10 years as a Corporate Event Planner. She now works with Jessica on helping new clients develop individualized long term financial plans. 

Kerry resides in Cheshire with her husband and 3 children, Samantha, Brady and Marissa and her adorable black lab dog, Casey. She is originally from Brookline, MA and is at her happiest spending time at her family’s summer beach house in Cape Cod. She enjoys traveling, outdoor activities and spin class, but most of all, she loves spending time with her family and friends.

David Orosz

Administrative Assistant

Dave is an Administrative Assistant with Egidio Assante Wealth Management. Dave’s background is Operations and Client Service based, having worked in the CT Investment Banking and Insurance industries for such companies as Citigroup, The Travelers, and MassMutual. Dave has a Bachelor of Sciences degree in Business Economics from SCSU of New Haven, CT.

 

Dave is proud father of two children, Hannah & Kyle. In his spare time, he enjoys being with his family and friends, attending concerts, and traveling.

 

Kim Hillman

Receptionist

Kim Hillman joined Egidio Assante Wealth Management as our Front Desk Administrative Assistant in January of 2018. Kim graduated from Colby-Sawyer College in New London, NH with a B.S. in Child Study.

 

She is a certified teacher for Preschool & Elementary Education. With a creative hand and mind, her hobbies include scrapbooking and papercrafts.

 

Kim is usually found spending time with her fur-baby, Nina, an adorable Japanese Chin.

 

Sally Novak Janin

Administrative Assistant

Sally joined Egidio Assante Wealth Management in January 2018 as an Administrative Assistant to John Grosso and Paul Brenner. She has a B.A. in Slavic Studies from Boston College and a J.D. from The George Washington University. She stopped practicing law many years ago to spend more time with her family.  She enjoys reading, writing about what she’s read, and playing golf.

 

She lives in Middlebury with her two children, seven geckos, and more books than she actually has room for.