Support Staff

Support Staff

Brittany Feller

Director of Client Services

Office-203-421-2121 Ext. 293  Direct Line-203-490-2144

Brittany 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 traveling, 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

Senior Client Service Associate

Office-203-439-0732 ext. 224  Direct Line-203-533-4835

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

Bookkeeper

Office-203-421-2121 ext. 232  Direct Line-203-533-4969

Sandy joined Egidio Assante Lennon Wealth Management in August 2005. In her role as a bookkeeper, she brings invaluable accounting experience along with efficiency and organization.  Sandy works out of the Madison office.

Born and raised in Sandusky, Ohio, Sandy has been a lifelong Ohio State Buckeye fan! She lives in Clinton with her rescue dog, Bucky. She has four children, eleven grandchildren, and one great-grandchild.

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

Director of Communications

Office-203-439-0732 ext. 230  Direct Line-203-533-4968

Joanne is responsible for all marketing and public relations activities, as well as client appreciation events, community events,  and workshops.  She maintains all of the marketing materials, websites, sponsorships, and advertising for the firm.  

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, enjoys cooking, gardening, and walking her precious Cavalier King Charles (Bailey).

Kaitlyn Creem

Senior Client Service Associate

Office-203-439-0732 ext. 233  Direct Line-203-698-5466

Kaitlyn is a Senior Client Service Associate to Anthony Assante. She obtained a degree in hospitality management in 2012 and spent several years in the hotel industry.

Kaitlyn resides in Monroe with her son, Thomas and enjoys spending time with family and friends.

Growing up in Monroe on her family’s horse farm, Kaitlyn and her sister traveled and showed horses competitively for 6 years. Kaitlyn also enjoys cooking/baking and traveling, but most of all she loves being a mom and spending quality with her son.

 

Kerry Walsh

Client Service Associate

Office-203-439-0732 ext. 301  Direct Line-203-533-4827

Kerry is an administrative assistant and her friendly hello and warm smile will greet you as you come in or call the office.  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 3 children, Samantha, Brady and Marissa, and her two dogs Casey and Khloe. 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.

Sally Novak Janin

Client Service Associate

Office-203-439-0732 ext. 269  Direct Line-203-580-8670

Sally is 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.

Julia Milewski

Client Service Associate

Office-203-421-2121 ext. 300  Direct Line-203-490-2122

Julia is an administrative assistant to Mark Egidio.  She graduated from Southern CT State University in 2011 with a bachelor’s degree in psychology and has previously worked in the social work field as well as in human resources.

Julia resides in Wallingford and enjoys spending time with her family and friends. She is also an avid reader, has a fond passion for music and is a keen advocate for the mental health community. 

Melodie Hudak

Client Service Associate

Melodie is an Administrative Assistant to Anthony Assante. She has 23 years experience in the financial services industry holding positions from a Licensed Associate Planner to a Pension Consultant.  Melodie has a strong expertise in the non-profit and government markets. Her strong organizational and interpersonal skills make her a valuable member of Anthony’s team.

In her spare time, Melodie likes gardening, hiking, reading, and flower arranging but she is happiest when she is in her kitchen cooking for friends and family, sipping wine and enjoying good conversation. 

Zachary Bylykbashi

Financial Planning Assistant

Office-203-439-0732 ext. 240  Direct Line-203-698-5464

Recognizing his passion for helping others, Zachary (Zach) joined the EALWM team in 2019 after graduating from Washington and Lee University in Lexington, VA with degrees in Business Administration and Politics.  

As a Financial Planning Assistant, Zach’s role at EAWM will be working closely with the Marc Lennon and Mark Egidio team to help produce financial plans, investment research while evolving over time into an advisory role.

In addition to finance, Zach is captivated by the world of teamwork and competition. As a varsity student-athlete at Washington and Lee, Zach was a 2x Division III National Qualifier and broke the school record for Takedowns and Wins in both a single season and a career. On days off, you'll most likely find him coaching youth wrestling.

Zach loves spending days on Lake Champlain with his family and friends. Outside of the office, you might find him at the gym working out, socializing with friends, or swimming with his pups.