Taking care of the details
Relationship Managers
Dedicated and Knowledgeable
Outstanding personalized service
In partnership with our team of Financial Advisors, our Relationship Managers deliver outstanding personalized service to our clients. We are proud of the experience our dedicated and knowledgeable staff will deliver to you.
Julie Bauman
Julie Bauman has over 25 years of experience in the financial services industry. Prior to joining Essex Financial as a Senior Registered Relationship Manager, Julie was a Registered Marketing Associate at Smith Barney in Bloomfield Hills, MI. She graduated from Marquette University with a BS in Accounting, and holds the Series 7, 63, and 65 licenses.
Julie and her family live in Ivoryton.
Julie supports Steve Bates, Dave Delfino, Tim Furgueson, Dave LaMay and Tony Vocalina
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Megan Fitzpatrick
Megan Fitzpatrick is a Relationship Manager with Essex Financial. She has over 20 years of banking and client service experience, serving in both branch and back-office roles. Megan graduated from Mitchell College with a bachelor’s degree in business administration. She is also a Notary Public.
Megan resides in East Lyme with her husband and two children.
Megan supports James Sullivan and Kristin Green.
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Liz Haas
Liz Haas is a Senior Registered Relationship Manager with Essex Financial. A 1983 graduate of Hofstra University, Liz began her career in finance with EF Hutton & Company in fixed income research. She later worked for Drexel Burnham Lambert in their commodities department. Upon moving to Connecticut, Liz spent 7 years at Shoreline Financial Advisors. She joined EFS in 2009. Liz holds the Series 7 and 66 securities licenses.
Eva Lamb
Eva Lamb is a Relationship Manager with Essex Financial. She spent much of her career in California and has more than 13 years of experience in client service and automotive finance roles. Eva graduated with a Bachelor’s degree from University College Cork, Ireland .
Brogan Mei
Brogan Mei is a Relationship Manager with Essex Financial. She has over 15 years of client service experience serving in both retail management and the mortgage industry. Brogan graduated from Central Connecticut State University with a bachelors in English.
Brogan resides in Deep River with her fiancé.
Brogan supports Michael LaRiviere and Bill Tait.
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Nicole Konopka
Nicole Konopka is a Relationship Manager with Essex Financial. She graduated from Central Connecticut State University and has over 16 years of experience in client service roles with 5 of those years in the financial industry. Nicole currently holds her State of Connecticut Life Insurance License and is a Licensed Notary Public.
Nicole supports Tony Russo and Anthony Fortuna.
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Elena Newman
Elena Newman has 15 years of experience in the financial services industry and wealth management. She has an MBA from Pace University.
Elena supports Kevin Nolan, Sean Flynn, Nick Naumann and Nauman Rana.
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Pauline Peterson
Pauline Peterson is a Senior Registered Relationship Manager with Essex Financial. She graduated from Bay Path University with a Bachelor of Science degree in Business Management. Pauline has close to 20 years of experience in financial services. Prior to joining Essex Financial, she spent over a decade with Fidelity Investments serving clients in a variety of roles. She holds the Series 7, 63, 65 securities licenses as well as the State of Connecticut Life Insurance and Variable Contracts Licenses.
Pauline and her husband live in Westbrook, Connecticut.
Pauline supports Michael LaRiviere and Bill Tait.
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Susan Roth
Susan Roth is the Operations Manager with Essex Financial. A graduate of Boston University, Susan began her career with Morgan Stanley and UBS, working as a Registered Sales Assistant. She also held multiple positions throughout the years at Westport Resources Investment Services including Operations Manager and Chief Compliance Officer. She holds the Series 7, 63, 65, 24 and 53 Licenses and Life, Health, Annuity Insurance Licenses in CT.
Wendy Smail
Wendy Smail is a Senior Relationship Manager with Essex Financial. She has been in the financial services industry for over 26 years starting with A.G. Edwards & Sons in Farmington. She has her Series 7 and 63 licenses
Wendy is married, and has a stepdaughter.
She enjoys reading non-fiction crime novels, and vacationing in the warmth of the Caribbean Islands, her favorite being Aruba.
Wendy supports Dave Donaldson and Nate Morris.
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Courtney Walsh
Courtney Walsh is a Senior Registered Relationship Manager. She graduated from Denison University with a Bachelor’s degree in biology. Courtney has more than a decade of experience working in similar roles at Kidder Peabody, Bear Stearns and most recently, Janney Montgomery Scott. Courtney holds her SIE, Series 7 and 66 licenses.
Courtney supports Kevin Nolan, Sean Flynn and Nick Naumann.
Email CourtneyENDURING VALUES WE BRING TO LIFE
CLEAR & INDEPENDENT THINKING
There’s nothing quite as assuring in life as knowing your financial future is in good hands. With Essex Financial as your guide, this feeling of safety and soundness is something our clients come to value.
Stay in Good HandsRELATIONSHIPS BEYOND MONEY
LIFELONG ADVISORS
From the outset, Essex Financial has realized the importance of human interaction in our work. To this day, a key factor for us to match the right advisor to the right client.
THE IMPORTANCE OF HUMAN INTERACTIONFACE-TO-FACE IS THE BEST WAY TO BEGIN
LOCATIONS
We invite you to contact us to arrange a no-obligation introductory conference, at a time that is mutually convenient.
LET'S GET STARTED