Our Team

Graziella Bellucci

CFO

Graziella Bellucci is a CFO for the LPL CFO Solutions team. Graziella started her professional career as an entrepreneur, which positions her to empathize with the unique challenges faced by small business owners.

Jamie Boyce

Office Manager & Executive Assistant

Twenty years in financial services teach you a lot about what it actually takes to keep an office running well. The behind-the-scenes work matters more than most people realize, and doing it well means the advisors can stay focused on...

Jenny DeRosa Bergeron

Wealth Advisor

(860) 430-2637

(860) 430-2881

jenny@allegrawealthmanagement.com

Financial advising wasn't the plan. Being good at business was, and that part came naturally. Years in the advertising world, working closely with business owners and helping them grow what they'd built, kept bringing me back to the...

Patrick McLaughlin

Wealth Advisor

My interest in finances started earlier than most. As a teenager, working my first job, I had a strong interest in tracking all my expenses. It wasn't an assignment or a requirement. It just made sense to me, and that instinct has...

Sherry Pensak

Office Assistant

860-430-2637

sherry@allegrawealthmanagement.com

For those of you who already know her, Sherry worked for Athene for almost two years before relocating to the Connecticut shore. However, distance couldn’t keep her away and she returned in 2022 to the company. Sherry came...