Mark J. Egidio
President
Mark is a Financial Consultant, Certified Fund Specialist and President of Egidio Assante Wealth Management, LLC. Mark is also an Investment Adviser Representative of Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment Adviser.
Mark's professional background began as Senior Associate with Allmerica Financial-Connecticut from 1989 thru 1999. He left to start an independent financial firm with his two partners. He is a member of the Million Dollar Round Table and in 1996 achieved Top of the Circle honors, an award given to representatives in the industry who were among the top seven-tenths of one percent.
Mark is a lifelong resident of Southington, Connecticut where he resides with his wife and three children, Dante, Julianna, and Gabriella.
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Anthony F. Assante
Managing Partner
Anthony has been working in the financial services industry since 1993. He was Co-Founder of Connecticut Investors Group, LLC, a privately operated firm that handled over $100 million in client assets as of December 2008.
In April of 2009 Anthony was named Managing Partner of Egidio Assante Wealth Management, LLC, and is an Investment Adviser Representative of Commonwealth Financial Network, member FINRA/SIPC and a Registered Investment Adviser.
An active member in his community, Anthony has been a corporate sponsor for numerous philanthropies including the World Affairs Council, Connecticut Radio Information Systems (CRIS), Eastern Connecticut Health Network (ECHN), and Friends of Gillette Castle. He served as Chairman of the East Haddam Economic Development Commission for five years and sits on the Board of Directors for the Middlesex County Chamber of Commerce (MCCC). He served six years as Co-Chairman of the Legislative Committee for MCCC and was recently appointed as Chairman for the chamber, the largest in the state of Connecticut.
Anthony resides in East Haddam with his better half and wife, Amy, their daughters, Natalie and Sylvie and son, Ian.
John Grosso
Financial Consultant
John is a Financial Consultant and Certified Fund Specialist with Egidio Assante Wealth Management, LLC. He is an Investment Adviser Representative of Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment Adviser.
John's professional background started in 1993 as a Financial Consultant with Merrill Lynch and most recently as a Financial Advisor/Operations Manager in the Hartford office of Morgan Stanley. John has obtained a professional certification for the Connecticut Partnership for Long Term Care Insurance.
John is a lifelong resident of Torrington, CT where he resides with his daughter Allie.
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Paul Brenner
Financial Consultant
Paul is a Financial Consultant with Egidio Assante Wealth Management, LLC. Paul is also an Investment Adviser Representative of Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment Adviser.
Formerly a Senior Associate with Allmerica Financial - Connecticut from 1992 thru 1999, he received numerous awards during his tenure at Allmerica for quality service and commitment to his clients. Mr. Brenner left in 1999 to start an independent financial firm with his partners.
Mr. Brenner's fields of specialty are retirement and estate planning, long-term care and investments.
He is FINRA registered in Connecticut, New York, Massachusetts, Florida, and Virginia in addition to several other states throughout the country.
Mr. Brenner currently resides in Newington, Connecticut with his wife, Joanne and family.
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David Primozich
Financial Consultant
David has worked in the financial services field for the past thirteen years. He has special expertise in retirement distribution planning, investment planning, qualified business planning, and proper risk management.
David has obtained the ChFC designation from The American College in Bryn Mawr, Pennsylvania. He is also a CERTIFIED FINANCIAL PLANNER™ professional through the College for Financial Planning, Denver, Colorado.
David has obtained the CLTC certification through the Corporation for Long Term Care Certification.
A native of the state of Maine, David is a graduate of the University of Connecticut. He enjoys the outdoors, athletics, and traveling. David is a member of the Financial Planning Association which believes that everyone needs objective advice to make smart financial decisions. David, his wife Elsy and their sons Jonathan and Tristan reside in Glastonbury.
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Barbara Taylor-Hatje
Financial Consultant
Barbara has been employed in the financial service industry since 1999. Before joining Egidio Assante Wealth Management, LLC, Barbara coordinated financial needs assessments for a global investment firm.
Barbara's registrations include; FINRA Series 7 General Securities, FINRA Series 31 Managed Futures, FINRA Series 66 Uniform Combined State Law Exam, Life, Accident / Health licenses, Variable Annuity & Variable Life Registration, and Certified in Long-Term Care (CLTC). She is also certified to sell long-term care insurance by the State of Connecticut Partnership for Long-Term Care.
Barbara serves on the Middlesex Hospital Community Council, Our Ladies of The Garden Guild and is a member of the Lawrence School PTA. She resides in Middletown with her son Nicholas.
Mike Wheeler
Financial Consultant
Mike brings a wealth of real-world, practical business and investment experience to Egidio Assante Wealth Management. Prior to joining Egidio Assante, Mike had been an owner and principal of a marketing communications agency which he helped grow into the largest in Connecticut prior to its sale in 2008. Some of Mike's management responsibilities at the agency included establishing the company's retirement programs, including its 401(K) plan, while providing hands-on investment management for the company's profit sharing plan. Additionally, he directed and managed the company's overall employee benefit program.
Mike has been an active life-long investor with a great passion for investments and planning. He obtained his FINRA Series 7 and Series 66 registrations and is a Registered Representative with Commonwealth Financial Network. He has also completed multiple courses in the financial planning curriculum at Manchester Community College. Mike has been involved in a variety of community activities and is a past chairman of the Travelers Championship (formerly Greater Hartford Open), the region's PGA TOUR golf tournament and largest sporting event in Connecticut. He remains actively involved with the tournament and currently serves on the Connecticut Community Foundation Board which oversees the event.
Mike has a B.S. in Business Administration from the University of Connecticut and an MBA from St. Mary's University in San Antonio, Texas.
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CFP®, CERTIFIED FINANCIAL PLANNER™, and are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
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