Your WP Team
Bill Rabbitt, CFP® | Owner
Email: bill@mywpteam.com
Phone: 860-216-0949
Financial services since 1993. Provides individuals, families and businesses with comprehensive financial strategies. Helps clients work toward financial literacy and confidence through planning.
Learn more about Bill.
Neil Hartzog, CFP®, CMFC® | Financial Advisor
Email: neil@mywpteam.com
Phone: 860-216-0949
Financial Services since 1999. Providing clients with comprehensive wealth management advice and retirement planning solutions. Individualized needs analysis, strategic design, implementation and motivation.
Learn more about Neil.
Michael Rabbitt, CFP®, CRPC® | Financial Advisor
Email: mike@mywpteam.com
Phone: 860-216-0949
Financial services since 2015. Investment research, portfolio creation, retirement plan coordination and financial planning. Customized individual or group solutions.
Learn more about Michael.
Elizabeth DeBassio, CPA/PFS | Financial Advisor and Director of Financial Planning
Email: elizabeth@mywpteam.com
Phone: 860-216-0949
Financial services since 1998. Providing clients with financial planning, investment research, and tax planning. Works directly with individuals and families to develop personalized, strategic, and integrated financial plans.
Learn more about Elizabeth.
Wendy Kelly | Director of Operations
Email: wendy@mywpteam.com
Phone: 860-216-0949
Learn more about Wendy.
Laura Sundquist, CPA, CFP® | Financial Advisor
Email: laura@mywpteam.com
Phone: 860-216-0949
Financial services since 1996. Provides clients with financial and retirement planning strategies.
Learn more about Laura.
Kim Rabbitt | Marketing & Communications
Email: kim@mywpteam.com
Phone: 860-216-0949
Learn more about Kim.
Robert M. Thompson | Client Services/Operations Specialist
Email: rob@mywpteam.com
Phone: 860-658-0443
Learn more about Rob.
Andrea S. McDonald | Client Concierge
Email: andrea@mywpteam.com
Phone: 860-658-0443
Learn more about Andrea.
Melanie S. Switzer | Client Service Associate
Email: melanie@mywpteam.com
Phone: 860-658-0443
Learn more about Melanie.