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  • Areas of Expertise
    • Our Process
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  • Our Team
  • Who We Serve & Fees
    • Established Professionals
    • Young Professionals
  • Blog
  • Contact
<img itemprop='image' style='width: .75em' src='/wp-content/uploads/2018/05/rightArrow.png' alt=''> Our Team

Our Team

We are experienced professionals working as one team on behalf of our clients -- across offices in Farmington, CT, Morristown, NJ, and Burlington, MA, and virtually across the country. Our interests, community and personal experiences contribute in great part to the whole that is SAGEbroadview.

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LARRY ANNELLO, CPA/PFS, CFP®

Founding Partner & Wealth Manager

SHERI IANNETTA CUPO, CFP®

Founding Partner & Wealth Manager

J. DAVID PRINCIPE, CFP®

Partner & Wealth Manager

CHRISTOPHER J. ANNELLO, CFP®

Partner & Wealth Manager

KARINA SALÉS LINEHAN

Operations & Client Service Associate

DANNY LESTER,CFP®

Associate Adviser

LYNN IANNETTA BAKER

Office Manager

Get to know us more by following us on Instagram!

We are thrilled to announce that we've promoted Da We are thrilled to announce that we've promoted David Principe, CFP© and Chris Annello, CFP® to partners at SAGEbroadview Wealth Management. Please join me in congratulating them! Visit our website to learn more.

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#wealthmanagement
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Today's moment of Zen. "Coneflowers (Echinacea sp Today's moment of Zen.

"Coneflowers (Echinacea spp.) are native to North America. The genus contains nine species and many cultivated varieties. All coneflowers have a daisy-like appearance with a prominent cone or center that is actually made up of tiny dark brown to brown-orange florets. The cones are surrounded by petals that tend to droop in the species forms. The name "echinacea" comes from the ancient Greek "echinos" for "hedgehog.""

From https://homeguides.sfgate.com/interesting-coneflower-81102.html

#todaysmomentofzen
#todaysmomentofbeauty
#gratitude
#grateful
#naturephotography
#nature
Today in Sheri's garden // Keeping our bird friend Today in Sheri's garden // Keeping our bird friends happy this hot summer.
Today in Sheri's garden // A sunflower 🌻 to kic Today in Sheri's garden // A sunflower 🌻 to kick off the weekend.

CONNECTICUT OFFICE
T. 860.606.3580 / eFax 860.606.9484
WATERSIDE 6 OFFICE PARK
10 WATERSIDE DRIVE
SUITE 305
FARMINGTON, CT 06032

 

NEW JERSEY OFFICE
T. 973.539.0200 / eFax 860.606.9484
COURTHOUSE PLAZA
60 WASHINGTON STREET
SUITE 102
MORRISTOWN, NJ 07960

 

MASSACHUSETTS OFFICE
T. 781.222.4728 / eFax 860.606.9484
BURLINGTON WOODS OFFICE PARK
2 BURLINGTON WOODS DRIVE
SUITE 100
BURLINGTON, MA 01803

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WHAT IS ONGOING PLANNING?

Ongoing Planning provides you with confidence and reassurance that you are optimizing relevant planning opportunities and have a professional watching over your “stuff”. You get the benefit of having on-demand meetings or calls for urgent life planning matters as well as unlimited phone and email support.

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