Filomeno Wealth Management, LLC
From The Firm - Press Release
Five Join Wealth Management Firm
WEST HARTFORD, CT. – The firm of Filomeno Wealth Management, LLC recently added four professionals and one full-time administrator to its staff. The firm added four investment advisors: Michael A. Tedone, CPA/PFS, Janis L. Neri, CPA/PFS, Kathleen M. Christensen, CPA, and Elizabeth A. DeBassio, CPA/MSPFP. Also joining the staff is Investment Group Administrator, Kimberly J. Lockwood.
Mike Tedone brings over 25 year of tax and business experience to his position as Chief Compliance Officer and investment advisor representative of Filomeno Wealth Management, LLC. He is a principal and a shareholder of Filomeno & Company, P.C. Since 1982, Mike has provided tax and financial services to clients with particular emphasis on investment, tax, and estate planning.
Jan Neri brings over 25 years of experience in business and accounting to her position as an investment advisor representative of Filomeno Wealth Management, LLC. Jan is a principal with Filomeno & Co. She has worked for the firm since 1983 providing tax and financial services to primarily healthcare clients.
Kathy Christensen brings over 15 years of experience in accounting and tax to her position as investment advisor representative of Filomeno Wealth Management, LLC. Since 2004, she has been providing tax and financial services to clients of Filomeno & Company with an emphasis on investment and tax planning. Prior to joining Filomeno, she advanced through numerous leadership roles at CIGNA as a member and graduate of its respected Financial Development Program. Before that, she spent four years in public accounting at Deloitte and Touche, an international public tax and accounting firm.
Elizabeth DeBassio brings over a decade of tax and business experience to her position as an investment advisor representative of Filomeno Wealth Management, LLC. Since 2002 she has worked with Filomeno & Company’s high net worth clients, advising them on their investments and taxes. Prior to joining Filomeno, Elizabeth worked at Brown & Brown, LLP in Boston as a Supervisor in their individual tax group. Before that, she was the personal financial advisor to the Former U.S. Ambassador to Austria, assisting with her personal finances and those of her two foundations. She also worked in public accounting in the Boston office Deloitte and Touche for two years.
The group’s administrator, Kimberly Lockwood, brings 25 years of administrative experience. Prior to joining Filomeno, Kim was employed by Arthur Andersen as a Manager within Human Resources administration.
Filomeno Wealth Management works mainly with qualified individuals and families to integrate investment, tax, retirement and estate planning needs. The firm consists of independent registered investment advisors who are compensated for their advice only; not for the sale of specific products. The firm brings together an interdisciplinary group of experienced, credentialed, financial advisors with backgrounds in investments, tax and accounting. For more information, see www.filomenowealth.com or call (860) 561-0020.
