Denise Wentworth

As a Client Service Associate, I enjoy building strong relationships and being a reliable point of contact for clients, so they feel supported and confident on their financial journey. By combining organization, clear communication, and genuine care, I help create a positive experience that keeps clients focused on what matters most—their goals and confidence. I assist with account setup, day-to-day service needs, and continued contact with clients, ensuring every question is answered and any concern is addressed.

Outside of work my husband and I, along with our oldest son, are devoted to providing loving care and continued support for our youngest who was born with Angelman Syndrome, a neurological disorder affecting every aspect of life.

I have served on the board for ARC of Greater New Haven and currently serve on a care committee for the Angelman Syndrome Foundation.

I am committed to raising awareness for Angelman Syndrome through an annual walk and golf tournament, fostering support, education, and community connection.