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.
When Brittany joined the EAWM team, she started off as the Client Relationship Manager for Mark Egidio and Marc Lennon. Brittany’s role includes a wide variety of client services including preparation 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 yoga, giving back to the community, advocating for animal rights, and spending her spare time outdoors.
“When people go to work, they shouldn't have to leave their hearts at home.” — Betty Bender
Lisa joined the Egidio Assante Wealth Management team in March 2005. As executive assistant to Anthony Assante, Lisa maintains the daily oversight for client services and operational duties. She received her degree from Keene State College in New Hampshire.
Lisa enjoys sports and is a huge fan of the New York Yankees and Giants. Her biggest passion is cheering on her two sons, Colin and Cooper.
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 and workshops and assists in general administrative support. 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).
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 joined Egidio Assante Wealth Management in August 2005. In her dual role as bookkeeper and receptionist, 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.
Kaitlyn joined Egidio Assante Wealth Management in August 2015 as an administrative assistant 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.
Joann joined Egidio Assante Wealth Management in November 2010.
Her professional experience has included jobs with SNET and AT&T, where she honed her skills working in customer service. While at AT&T, Joann's responsibilities included managing and coordinating large business customer telecommunication projects.
After residing in the Berkshires in Massachusetts for several years, Joann moved back to Connecticut. She currently lives in Guilford, where she enjoys the town's historical attractions and seashore.
Her greatests pleasure comes from spending time with her son and his family, who reside in Southington, Connecticut, as well as the opportunity to travel to Frankfurt, Germany, to visit with her daughter, son-in-law, and grandchildren.