Delivering Confidence and Clarity
We’ve built a team of professionals who not only keep up with change but are proactive in the coordination of plans for our clients. We are passionate about giving you the clarity gained from comprehensive financial planning. Pursuing your dreams is easier when the pieces of your puzzle all come together.
Meet Your Team
Mark J. Egidio
President/Managing Partner
Marc Lennon
CFP® | Managing Partner
John Grosso
Wealth Advisor
Jessica Grillo
Wealth Advisor
Brittany Feller
Wealth Advisor
James Munro
Wealth Advisor
Emily Normandin
CFP® | Wealth Advisor
Danielle Houle
CFP® | Wealth Advisor
Joanne Daley
Director of Marketing
Julia Milewski
Client Relationship Manager
Lisa LeVasseur
Senior Client Service Associate
Nicholas Mydlo
CFA® | Chartered Financial Analyst & Client Service Associate
Nicole Grillo
Client Service Associate
Stephanie Schech
Client Service Associate
April Lunn
Client Relationship Associate
Emily Solomon
Financial Advisor Assistant
Kade Huang-Savino
Client Service Associate
Meg MacGregor
Client Service Associate
Sally Novak Janin
Client Service Associate
Sara Lennon
Receptionist
Elle
Office Greeter & Team Mascot
Meet Our Advisor Team
Mark J. Egidio
President/Managing Partner
Mark is a wealth advisor and President of Egidio Lennon Wealth Management. He is also an Investment Adviser Representative of Commonwealth Financial Network®.
Mark's professional career began at Allmerica Financial – Connecticut as an associate from 1989 to 1999. The valuable nine years of retirement planning helped him realize how passionate he was about helping people retire with clarity and confidence. Now, more than 33 years later, as President and Managing Partner of Egidio Lennon Wealth Management, his goal remains to help pre- and post-retirees achieve a "Lifetime of Financial Security."
He has also qualified for Commonwealth’s prestigious Leader's Conference every consecutive year since 2006 and for its Chairman's Retreat since 2007. Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Chairman’s Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Chairman’s Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
Throughout Connecticut, Mark is known for specializing in conducting retirement planning workshops. Specifically, many workshops are geared toward a concentration in teacher retirement planning. For the past 23 years, he has presented more than 300 workshops on achieving financial security in retirement. He has gained the trust of his existing clients and now proudly serves many of his clients' children, families, and friends.
With more than 30 years of wealth management experience, Mark strives to create personalized solutions that will positively and significantly impact each of his client's financial futures. He and his team build long-term relationships based on trust, knowledge, and experience. The team consistently works with clients to determine their goals and risk profiles as well as create individually unique and tailored plans. They also closely monitor and evolve these foundations based on his clients' ever-changing financial needs and goals.
Mark is a resident of Madison, Connecticut, where he lives with his wife, Jennifer, their three children: Dante, Julianna, and Gabriella, and their three energetic Jack Russell terriers: Coco, Zoey, and Zeke. He enjoys playing basketball and tennis and spending time with family and friends.
Mark Egidio is proud to have been recognized as a Chairman’s Level advisor for 2023—a distinction based on annual production that places him among the top 3 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Chairman’s Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Chairman’s Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
Marc Lennon
CFP® | Managing Partner
Marc is a wealth advisor with Egidio Lennon Wealth Management. He is also an Investment Adviser Representative of Commonwealth Financial Network®.
Marc’s professional career began in 2008 when he was hired as a financial assistant at the firm. Marc was fortunate to find a firm, mentor, and career he loved early on, which allowed him to grow and be named managing partner in 2020. Marc has a passion for helping people (especially teachers, since he is married to one) and finds great joy in helping people achieve their goals.
Marc is a CERTIFIED FINANCIAL PLANNER® professional. As a CFP® practitioner, Marc provides comprehensive financial planning guidance and is committed to the highest standards of ethical conduct. Marc develops a close understanding of his client’s needs to create a complete plan, which will help them reach their personal short- and long-term goals as they move confidently into their future. By focusing on the fine details of pre- and post-retirement planning processes, Marc provides his clients with the tools and strategies to help shape their desired long-term financial foundation.
Marc has a BS in finance from Central Connecticut State University.
Marc enjoys spending time with family and traveling, and has a passion for running marathons. His greatest joy is creating memories with his family. He lives in Southington with his wife, Emily; their son, Nolan; and their dog, Fitzy.
Marc Lennon is proud to have been recognized as a President’s Club advisor for 2023—a distinction based on annual production that places him among the top 11 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes President’s Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. President’s Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
John Grosso
CFS® | Wealth Advisor
John is a wealth advisor and Certified Fund Specialist® with Egidio Lennon Wealth Management. He is an Investment Adviser Representative of Commonwealth Financial Network®.
John’s professional career started in 1993 when he worked as a financial consultant with Merrill Lynch. Most recently, he was a financial advisor/operations manager in the Hartford office of Morgan Stanley. John has obtained a professional certification from the Connecticut Partnership for Long-Term Care Insurance.
Originally from Torrington, Connecticut, John now lives in Watertown with his partner, Catherine, and dog, Stella. He has a daughter, Allie, who lives in Connecticut.
John Grosso is proud to have been recognized as a Business Experience advisor for 2023—a distinction based on annual production that places him among the top 55 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Business Experience advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Business Experience advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
Jessica Grillo
Wealth Advisor
Jessica is a wealth advisor with Egidio Lennon Wealth Management. She is also an Investment Adviser Representative of Commonwealth Financial Network®.
She joined Egidio Lennon Wealth Management in June 2008 as an administrative assistant after graduating from the University of New Haven with a degree in finance. Throughout the years, she evolved into the director of client services and was the liaison for clients in their meetings with Mark Egidio, to ensure their needs and concerns were thoroughly and promptly addressed.
Jessica’s role is focused now on retirement income planning and assisting educators in understanding their benefits within the Connecticut Teachers’ Retirement Board system. In addition, she assists the team with research, portfolio review, trades, account rebalancing, and ongoing portfolio maintenance.
She obtained her FINRA Series 7, 63, and 65 securities registrations. She is currently studying for her CERTIFIED FINANCIAL PLANNER® certification.
Jessica loves to travel and was fortunate to grow up in beautiful places like Germany, Hawai'i, and Puerto Rico. Jessica lives in Wolcott with her husband, Justin, their beautiful daughter, Camila, and their rescue pup, Luna. Jessica loves her new role as a mom, and enjoys baking and spending time with her family and friends.
Brittany Feller
Wealth Advisor
Brittany joined the Egidio Lennon team in February of 2013, quickly establishing herself as an integral member. She brings with her a diverse educational background from Southern Connecticut State University, where she earned bachelor's degrees in elementary education, special education, and liberal studies with a focus on sociology and psychology, graduating magna cum laude. This foundation has equipped her to connect with clients on a deeper level, bringing a special perspective to her role.
Under the mentorship of Mark Egidio, Brittany developed a comprehensive understanding of the industry, advancing into an advisory role. During her tenure with the firm, she has made significant contributions, including refining client service procedures, providing strategic oversight for the firm's operational activities, and fostering team development. As a wealth advisor to her clients and a service advisor to Mark Egidio, Brittany applies her background to educate and empower clients with personalized and holistic financial strategies, guiding them through their retirement planning journey with empathy and insight.
In addition to her financial acumen, Brittany holds the FINRA series 7 and 66 securites registrations, as well as life, accident, and health insurance licenses.
Beyond her professional endeavors, Brittany finds joy in spending time with family and friends, and cherishing moments with her rescued pup, Ellie. She also enjoys traveling, spending time outdoors, and advocating passionately for animal rights.
James Munro
Wealth Advisor
James joined the Egidio Lennon team in 2021 as a wealth advisor focused on financial planning and portfolio management. He is also an Investment Adviser Representative of Commonwealth Financial Network®. James graduated cum laude from Western Connecticut State University with a bachelor’s degree in financial accounting.
Over the past eight years, James has been building his individual wealth management practice. Initially working in insurance, he transitioned to wealth management at Morgan Stanley, where he earned a portfolio manager designation in 2020. James holds FINRA Series 7 and 66 securities registrations as well as his life, accident, and health insurance licenses. Along with a deep passion for helping his clients achieve their financial goals, James has extensive knowledge of alternative investments, such as private real estate and exchange funds. He takes pride in working with the individuals, families, and not-for-profit organizations that shape his community, helping them find their way through complex financial situations. James was raised in Madison and now lives in Killingworth with his wife, Lindsay. When not spending time with family, he can be found fishing on his boat or playing his guitar.
Emily Normandin
CFP® | Wealth Advisor
Office-203-439-0732 ext. 240
Direct Line-203-698-5464
Emily is a wealth advisor with Egidio Lennon Wealth Management, focusing on supporting Marc Lennon's clients. Emily started her career in 2017 working with teachers to help them set up their retirement plans, before moving on to independent wealth management, where she focused her time on retirement planning as well as building comprehensive financial plans. Having a few teachers in her life, she is excited to resume working with them.
Emily is a CERTIFIED FINANCIAL PLANNER® professional and holds Series 7, 63, and 65 securities registrations as well as a life, accident, and health insurance licenses.
Emily graduated from Bentley University with a bachelor's degree in corporate finance and accounting. She lives in West Hartford and enjoys spending time with family and friends.
Danielle Houle
CFP® | Wealth Advisor
Direct Line-203-514-7342
Danielle joined the Egidio Lennon team as a wealth advisor in 2024. She is also an Investment Adviser Representative of Commonwealth Financial Network®.
Danielle started in the industry as an intern in 2009 while also pursuing her bachelor’s degree in finance at Southern Connecticut State University in New Haven, CT. She obtained her Series 7 and 63 securities registrations before graduating magna cum laude in 2011. She also has her Series 66 securities registration and life, accident and health insurance licenses, and is a CERTIFIED FINANCIAL PLANNER®.
With 15 years of experience prior to joining Egidio Lennon Wealth Management, she is passionate about forging strong client relationships and developing individualized financial plans for her clients. As a CFP® professional, Danielle acts as a fiduciary asset manager in understanding her clients’ needs and goals to provide them the appropriate investment and insurance solutions. She enjoys helping her clients feel secure in their financial future and empowering them by sharing knowledge around financial and market concepts. Danielle often serves as the advisor to multiple generations within her clients’ family and feels it’s important to educate younger generations on building a strong financial foundation.
Danielle is originally from Rhode Island, where she spent many years living on the shoreline in Branford, and now resides in Wethersfield with her partner, Kevin, and their bichon frisé, Mimi. They enjoy traveling abroad, boating in the summer, and skiing in the winter. Mimi loves to travel with them whenever possible! Danielle also loves to cook and entertain family and friends.
Meet Our Support Staff
Joanne Daley
Director of Marketing
Office-203-439-0732 ext. 230
Direct Line-203-533-4968
Joanne joined the ELWM team in 2013. She is responsible for all marketing and public relations activities, as well as client appreciation events, community events, and workshops. She maintains all the marketing materials, websites, sponsorships, and advertising for the firm. Joanne attended Southern Connecticut State University and obtained a degree in psychology.
Joanne lives in Watertown, Connecticut, with her husband, Tom. They have three amazing daughters and two precious grandsons. Joanne enjoys gardening, cooking, and spending time with family and friends.
Julia Milewski
Client Relationship Manager
Office-203-439-0732 ext. 300
Direct Line-203-490-2122
Julia joined the Egidio Lennon team in May of 2018 as a Client Service Associate and has evolved to Client Relationship Manager with a primary focus on servicing Mark Egidio and Brittany Feller’s clients. Julia’s role at ELWM has included a variety of responsibilities as it pertains to client service. She takes a hands-on approach for all client requests; ensures Mark, Brittany, and the clients are prepared for meetings; provides prompt and concise follow-up for all post-meeting actions; and is a valued resource for the firm’s support team.
Julia is also a public notary and recently completed the Financial Paraplanner Qualified Professional℠ designation program, adding to her client service support role at the firm.
Julia graduated from Southern Connecticut State University in 2011 with a bachelor’s degree in psychology, and has previously worked in the social work field as well as in human resources. Julia lives in Wallingford, Connecticut, and enjoys spending time with her family and friends. She is also an avid reader, has a passion for music, and is an advocate for the mental health community.
Lisa LeVasseur
Senior Client Service Associate
Office-203-439-0732 ext. 229
Direct Line-203-490-2154
Lisa joined our team in October of 2023 as a Senior Client Service Associate. She focuses on supporting Mark Egidio and Brittany Feller’s clients alongside Julia Milewski.
Lisa has been in the financial services industry since 2006. She has an extensive background and has played a key role in every aspect of the client service experience. She has an excellent working knowledge of client account processes, procedures, and onboarding of new clients, as well as maintaining and servicing accounts on an ongoing basis.
Lisa attended Post College and lives in Watertown with her partner, Joe, and she has two adult sons. She enjoys reading, cooking, traveling, and spending time with family and friends.
Nicholas Mydlo
CFA® | Chartered Financial Analyst & Client Service Associate
Office-203-439-0732 ext. 221
Direct Line-203-604-0848
Nick joined our team in October 2023 as a Chartered Financial Analyst for the firm’s Wealth Advisor Team with an additional focus on client service for Mark Egidio and Brittany Feller’s clients. He graduated from Bentley University with a bachelor's degree, majoring in mathematics with a minor in finance and computer information systems.
Nick started his career in 2016 as a portfolio management analyst at JP Morgan Asset Management within the Global Fixed Income, Currencies, and Commodities (GFICC) division, where he focused on U.S. rates, inflation, commodities, and volatility asset classes. After leaving JP Morgan, he spent just under five years as a Debt Capital Markets Origination banker at BMO Capital Markets, where he helped corporate clients with debt advisory and capital markets execution. While at BMO he earned his CFA designation. The CFA Charter is a globally recognized designation that attests to success in a rigorous and comprehensive study program in the investment management and research industry and a commitment to ethical conduct.
After fielding investment and personal finance questions from friends and family for many years, Nick found that he had a passion for learning about and sharing financial planning knowledge. He looks forward to dedicating his time and effort to working with clients to develop and follow through on plans that help them live long, fulfilling lives with financial security. He obtained his FINRA Series 7 and 63 securities registrations. He is also currently studying for his CERTIFIED FINANCIAL PLANNER® certification.
Nick is active in community service and after volunteering as an EMT, now spends weekends as a Patient Care volunteer at The Connecticut Hospice. He enjoys learning how to cook and play piano when he isn't spending quality time with friends and family.
Nicole Grillo
Client Service Associate
Office-203-439-0732 ext. 220
Direct Line-203-533-4969
Nicole is a Client Service Associate with Egidio Lennon Wealth Management, focusing on supporting Marc Lennon and Jessica Grillo's clients. She graduated from Western Connecticut State University in 2018 with a bachelor’s degree in English literature and a minor in journalism. Nicole has strong organizational and interpersonal skills and a background in customer service.
Nicole lives in Watertown, Connecticut. She enjoys reading, hiking, going to the beach, and most of all, spending time with family and friends.
Stephanie Schech
Client Service Associate
Office-203-439-0732 ext. 235
Direct Line-203-514-7340
Stephanie joined the team in May of 2022 as Client Service Associate with a focus on James Munro’s clients. She graduated from Southern Connecticut State University with a master's degree in special education. Over the last four years, Stephanie has worked as a public school teacher and is excited to apply her skills and compassionate nature with the clients.
Stephanie lives in Hamden, Connecticut with her husband, Joseph, and dog, Harley. She enjoys spending time outdoors, at the beach, and visiting family on Long Island.
April Lunn
Client Service Associate
Office-203-439-0732 ext. 225
Direct Line-203-490-2141
April joined the team in March of 2023 as Client Service Associate for Marc Lennon. She graduated from Central Connecticut State University in 2016 with a bachelor’s degree in criminology and a minor in sociology. April has previously lived in Alaska, working in the behavioral and mental health field, giving her the skills to continue to be an understanding and compassionate person. She enjoys interacting and helping others in any way she can.
April lives in Meriden, Connecticut, with her dog, Nova. In her free time, she likes to travel and explore new places with friends and family.
Emily Solomon
Financial Advisor Assistant
Office-203-439-0732
Emily is a Financial Advisor Assistant with Egidio Lennon Wealth Management. She joined our team in July 2023. She graduated from Quinnipiac University in 2024 with a bachelor’s degree in finance. Emily aims to apply her understanding in financial analysis, market trends, and client relations while further developing her skills in the wealth management field.
Emily currently lives in Southington, Connecticut. In her free time, she enjoys baking, reading, and spending time with her two dachshunds, Elsi and Minha.
Kade Huang-Savino
Client Service Associate
Office-203-439-0732
Kade is a Client Service Associate with Egidio Lennon Wealth Management. He joined our team in May 2023. Kade graduated from Central Connecticut State University in 2024 with a bachelor's degree in finance.
Kade lives in Southington, Connecticut. He enjoys playing basketball, snowboarding, and going to the beach.
Meg MacGregor
Client Service Associate
Office-203-439-0732 ext. 232
Direct Line-203-490-2151
Meg is a Client Service Associate on the Egidio Lennon Wealth Management Team. She graduated from the University of Rhode Island with a bachelor’s degree and has been working in the finance industry for more than 25 years. Meg lives in Madison, Connecticut, with her husband, Scott, and enjoys running races, hiking, traveling, and spending time with family and friends.
Sally Novak Janin
Client Service Associate
Office-203-439-0732 ext. 269
Direct Line-203-580-8670
Sally is an administrative assistant to John Grosso. She has a bachelor’s degree in Slavic studies from Boston College and a JD from George Washington University. She stopped practicing law many years ago to spend more time with her family. She enjoys reading, writing about what she’s read, and playing golf. She lives in Middlebury, Connecticut, with her two children, seven geckos, and more books than she actually has room for.
Sara Lennon
Receptionist
Office-203-439-0732
Sara joined the Egidio Lennon team as a receptionist in April of 2024.
She graduated from Goodwin University in 2021 with an associate degree in health sciences, majoring in occupational therapy. Sara has worked in the hospitality industry for 14 years. She has worked side by side with clients and has exceptional customer service skills.
Sara lives in Naugatuck with her husband, Joe. In her free time, Sara enjoys traveling throughout New England, gardening, fishing, and spending time with her nephew and three nieces.
Elle (Ellie)
Office Greeter & Team Mascot
Elle (Ellie) started as an office greeter in January of 2020. She began primarily in the Madison office and now visits all locations. She was born in Tennessee in October of 2012, where she spent the first few months of her life with a foster family. She made her way up to Connecticut in January of 2013, where she was adopted by Brittany. A classic case of “who rescued who”! Elle loves to hike off leash with Brittany where she can run and explore. She also enjoys playing frisbee and laying in the sun when she takes her naps. She is a smart, gentle, loving part of the ELWM family, providing smiles and warm hellos to those who visit our firm.
