Our Team

Christopher Calandra, Certified Financial Planner   Click to Email

Harold (Buddy) Hartmann, CPA Certified Financial Planner   Click to Email

Dave Lake, MBA, CPA Financial Adviser  Click to Email

Lindy Brock, Associate Advisor  Click to Email

Britanni Edwards*, Administrative Coordinator  Click to Email

Paul M. Mathews*, Operations Coordinator  Click to Email

Joelle Calandra*, Administrative Assistant  Click to Email

 

Christopher Calandra CFPChristopher Calandra
Certified Financial Planner

Christopher is the founder and principal of Elliott Wealth Management Services, LLC which has offices in Southington, Connecticut and Summerfield, Florida. Christopher is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with over twenty six years of experience helping small business owners, retirees, and families achieve their financial goals and objectives.  He is dedicated to providing each client with the individual attention and tailored strategies to achieve their goals. Towards that end, Chris is committed to devoting as much time and effort possible with clients to explain financial concepts, strategies, and investment alternatives in a way that is easily understood; allowing Chris's diverse client base to make informed financial decisions.

After graduating from Western Connecticut State University in 1992, he attained the CFP® designation in 2000 after completing coursework at the College for Financial Planning in Denver, Colorado. Chris holds the following registrations: Series 7 (General Securities), 24 (General Securities Principal), 63 (Agent), and 65 (Investment Advisor Representative).  He is licensed for life, health, and variable insurance lines of business and has been affiliated with SagePoint Financial since 2005.

Christopher is also the Host of the Simply Financial PodCast and cohost of the Carnivore Radio program which can be heard throughout Hartford county on 88.1 FM and online on wesufm.org.  Chris has been married for over twenty one years and has two children.  He enjoys sports, coaching, reading, and travelling in addition to being a Podcast/Radio host.

 

Harold (Buddy) Hartmann is a Certified Financial Planner ® (CFP), and a Certified Public Accountant (CPA – NY and CT). Buddy also has a Master's in Taxation (MST) from the University of New Haven and over twenty three years of experience in the Public accounting with a focus on taxation and 8 years in the financial services and insurance industry. He holds the following registrations: Series 63 (Agent), Series 7 (General Securities), and Series 66 (Investment Advisor Representative).  Harold (Buddy) Hartmann, CPA
Certified Financial Planner

Harold (Buddy) Hartmann is a Certified Financial Planner  (CFP®), and a Certified Public Accountant (CPA – NY and CT). Buddy also has a Master's in Taxation (MST) from the University of New Haven and over twenty four years of experience in the Public accounting with a focus on taxation and over eight years in the financial services and insurance industry. He holds the following registrations: Series 63 (Agent), Series 7 (General Securities), and Series 66 (Combined State Law). 

 

Buddy has demonstrated an educated integration of understanding Tax Beta in his overall financial planning along with a solid commitment to educating his clients, implementing a focused financial plan and monitoring that plan to achieve his client Goals.

 

He joined Elliott Wealth Management Services, LLC (E.W.M.S.) in 2015 as the organization now has offices in Madison, CT, Summerfield, FL and Southington, CT.

Buddy is a resident of Madison, CT and enjoys participating and coaching his son and daughter in a range of sports including baseball, softball and basketball. He is an active member in the Madison community, his church and volunteers regularly for a wide variety of causes including being the Co-director of Run for the Cove 5K, 2mile memorial walk and kids fun run (Covect.org).

 

Dave Lake, MBA, CPA
Financial Adviser

Dave Lake has worked in the financial services industry for 25 years, is licensed as a Certified Public Accountant in the state of Connecticut, has a Masters in Business Administration from the University of Maryland and a Bachelors degree in Accounting from Southern Connecticut State University. He focuses on all phases of the Wealth Management process including financial consulting and tax preparation. Dave started Lake Financial Services almost ten years ago and has also worked at Filomeno & Company, KPMG and Deloitte & Touche. In addition, Dave has worked as the CFO of two entrepreneurial start-ups where he was successful in raising $2.5million in venture financing.

Dave is  the Chairman and Co-Chairman of the Meriden Rotary Central Connecticut Pet Fair the last seven years. Dave has also served as an alumni advisor to Sigma Chi's Gamma Omega chapter at the University of Connecticut. Dave coaches youth soccer, and is active in local Chambers of Commerce.

Dave serves clientele throughout Connecticut and many other states which includes closely held business owners, retirees and families. He plans to continue to grow his practice and is pleased to now be included in the Five Star Wealth Manager ranks.  He enjoys spending time with his dog Jake, CrossFit, the Red Sox, and traveling when time allows.

 

Lindy Brock Paul Mathews Elliott Wealth Management Services financial plannersLINDY BROCK
ASSOCIATE ADVISOR

Lindy is an Associate Advisor and is responsible for coordinating the financial planning and customer service efforts of Elliott Wealth Management Services, LLC.  Lindy is a licensed professional and holds a Series 7 (General Securities) registration and Series 66 (Combined State Law) registration. She is task oriented, organized, detailed and she is committed to the goal of making the overall client experience a positive one. Towards that end, Lindy is committed to devoting as much time and effort as possible to explain financial concepts, strategies and investment alternatives in a way that is easily understood, allowing EWMS's diverse client-base to make informed financial decisions.

After earning her accounting degree from the University of Phoenix in 2014, she enrolled in Boston University's Certified Financial Planner (CFP ®) program. She expects to sit for the comprehensive CFP ® Exam in 2019. She has been affiliated with SagePoint Advisors since 2014. Lindy is a frequent guest on Elliott Wealth's Simply Financial Podcast with Christopher Calandra.

Lindy is married and has two children. She enjoys reading, listening to podcasts and is an avid outdoorsman.

Click here to learn more about working with a female advisor

 

Britanni Edwards Paul Mathews Elliott wealthBRITANNI EDWARDS*
ADMINISTRATIVE COORDINATOR

As an Administrative Coordinator with EWMS, Britanni Edwards possesses excellent communication and interpersonal skills.  She works hard to build relationships and helps to support the firm in meeting the needs of the clients we serve.

 

Britanni joined EWMS in 2016, and has more than 13 years of client service experience.  She is pursuing her Associates Degree in Paralegal Studies with Rasmussen and expects to graduate in March of 2020.  Furthermore, she plans to continue her schooling to obtain a degree in business while furthering her education in the financial industry through the "Advisor's Ahead Program"

 

Britanni and her husband, Dustin, were married in 2013 and they have a 6 year old daughter Shaylynn, a 4 year old Rottweiler, named Guinness and a 2 year old Great Dane/Weimaraner mix, named Gray.  She enjoys spending time with her family, boating, fishing and traveling. 

 

 

  Paul Mathews CEO  PAUL M. MATHEWS*
OPERATIONS COORDINATOR

Paul Mathews graduated from University of Connecticut in 1984 with a Bachelor's Degree in Accounting and passed the CPA exam in the same year.  He worked in public accounting at Blumenthal Casher and Company after graduation and later secured a role as controller with a division of Hoechst Celanese GmbH.  After several quick promotions he became Treasurer and the youngest corporate officer in the 100 year history of the company.

Paul became CFO and VP of Business Development at Jord Construction LLC and helped grow the firm from $1M to over $10M in revenues in two years.

After 8 years with Jord Construction, Paul started a Career Coaching and Outplacement firm called Hire Aspirations USA, LLC.  They grew quickly to 4 offices in CT and MA.

Paul joined the expanding team of Elliott Wealth Management Services, LLC in February of 2016 as Operations Coordinator.

He has been married 19 years and has two children.  Paul coaches AAU baseball and basketball and enjoys magic, drawing, reading and family time.

 

 

Joelle Calandra*
administrative assistant

Joelle Calandra graduated from Wesleyan University in 1993 with Bachelor's in Economics.  She worked in the Financial Services industry for 14 years with First Investors Corporation, Main Street Management Services, and Pentec Inc.  She obtained her Certified Planner Certificate in 1998 through the College for Financial Planning. In addition, Joelle has been working part time as a Bookkeeper Consultant for the last 6 years.

Joelle has joined the team at Elliott Wealth Management Services, LLC in September 2015.  Her roll at the company will be as Administrative Assistant with primary responsibilities of financial controls and reporting, accounts payable and accounts receivable.

Joelle and husband Christopher have been married more than 21 years and have two very active children.  They spend many nights and weekends watching their children's sporting events.  Joelle enjoys spending time with her family and friends.

* Not registered with SagePoint Financial, Inc.