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. Plan design, monitoring and motivation. 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
Financial Services since 2000. Operations manager, account maintenance, application processing, client liaison.
Learn more about Wendy.
Kim Rabbitt | Marketing & Communications
Email: kim@mywpteam.com
Phone: 860-216-0949
Client services since 2003. Client communications, informational marketing, advisor support.
Learn more about Kim.
Kathryn Zurcher | Director of Client Services
Email: kathryn@mywpteam.com
Phone: 860-216-0949
Client Services since 2014. Client communications, account maintenance, records maintenance, advisor support.
Learn more about Kathryn.