Farmington-Based Financial Planning Firm Adds New Senior Advisor

FARMINGTON, CT — Connecticut Wealth Management (CTWM), LLC, a Farmington-based financial planning and investment advisory firm, has added Laura Sundquist as a senior financial planner.

Sundquist has over 25 years of experience in financial, college, retirement, and tax planning, and she most recently worked as a senior planner at Sage Financial Design. She is a graduate of Bentley University, a certified financial planner, a certified public accountant, and a chartered advisor in philanthropy.

At CTWM, she will develop financial plans tailored to clients' individual circumstances and financial goals.

"Not only will our clients benefit from Laura's experience, but our team members will as well. Laura is already a role model when it comes to exemplifying our firm's core values, making her a natural fit at CTWM," Emily Wood, partner at CTWM, said in a statement. "She has a philanthropic spirit and is already deeply connected to giving back within the surrounding community."

Sundquist, who lives with her family in New Hartford, has been a member of the Financial Planning Association (FPA) Connecticut for over 25 years, and currently serves as its treasurer.

"I look forward to working with and learning from the CTWM team, as well as bringing my years of experience in the tax and planning field to the company and our clients," Sundquist said in a statement. "It's exciting to be part of such a fast-growing company and I'm looking forward to helping the company maintain its vision as a fiduciary to work in the best interest of each client."