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.jpg

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.


Jessica Rabbitt | Client Service Associate

Email: jessica@mywpteam.com

Phone: 860-216-0949