Financial Advisors | Connecticut River Wealth Management

Our Associates

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a personal process for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Matthew Peak, CMFC

LPL Financial Advisor

860-432-8111

860-432-7003

mattpeak@ctriverwealth.com

Matthew has been a financial advisor since 2000 and holds the Series 6, 7, 65, 63, CT Life and Health Insurance Licenses as well as the CMFC, CPFA and is certified in the CT Partnership for Long term Care. Matt holds BAs from...

Sunny Patel

Financial Advisor

860.432.8111

sunny.patel@lpl.com

Sunny believes that family comes first, a core value that drove his recent move from Texas to be closer to his own family, and one that guides his approach to financial advice. He takes a holistic, growth-focused approach to wealth...

April Schaefer

Operations Manager

april.schaefer@lpl.com

With more than 10 years of experience in the industry, April has built her career by gaining experience in nearly every aspect of the business. She began as a Front Office Administrator and worked her way through a variety of...

Daryl Leister

Front Office Coordinator

860-432-8111

daryl.leister@lpl.com

Daryl is no stranger to managing multiple clients as she ran her own daycare business for over 25 years. Over that time span, she took care of hundreds of children proving that she has an abundance of experience in juggling numerous...