Who We Are


 

Mark A. Sheptoff

Personal Financial Specialist
Registered Investment Advisor
Certified Public Accountant

Mark Sheptoff started his own financial planning business in 1997 after becoming a Personal Financial Specialist in 1996 through the AICPA and a Registered Investment Advisor through the SEC. In 1975 Mark co-founded one of the larger independent CPA firms in Connecticut, Sheptoff, Reuber & Company, P.C., a graduate of Central Connecticut State University; member of the American Institute of Certified Public Accountants, PFS Division of the AICPA, and Connecticut Society of Certified Public Accountants; member of the Board of Directors of Glastonbury Bank & Trust from 1978 to 2000; former member of the Board of Directors of TD Banknorth Connecticut; former member of the Board of Directors of The Rushford Center and former Chairman of The Board of Rushford Foundation; Incorporator of Liberty Bank; recognized by Fidelity Investments in 2000 for investment firm growth, and utilized in national advertising by Fidelity; recognized by Wealth Manager magazine in their annual survey of Independent Investment Advisors for 10 years, 2003-2011 as one of the Leading Wealth Management firms in the U.S.  Also, recognized as a Top Registered Investment Advisor by Financial Advisor magazine in 2006, 2007, 2008, 2010, 2011, 2012, 2013, 2014 and 2015.  In 2011 and 2014, recognized by Connecticut Magazine as a Five Star Wealth Manager.

MSheptoff@MarkSheptoff.com

 

 

 

Kristi Chadwell

Operations Manager

Kristi Chadwell joined Mark Sheptoff Financial Planning, LLC in 2013 after 30+ years in financial operations.  She oversees and manages the daily operations of the firm.  Her responsibilities include extensive client service and support, assisting with administrative issues relating to their relationship with the firm and Fidelity Investments.  Kristi also is responsible for systems administration, our portfolio management software, Morningstar Office, and our custodian platform and client reporting through Fidelity WealthCentral.  

 
 
Rhonda Lavoy
 
Administrative Assistant
 
Rhonda joined Mark Sheptoff Financial Planning, LLC in 2012. She has a wide array of administrative responsibilities that include assisting clients through phone and email, updating and maintaining our client database, as well as updating Fidelity's WealthCentral platform. Rhonda also monitors and maintains our trade records.
 
 
 

    

    

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