Honored
POMFRET CENTER and TOLLAND — WHZ Strategic Wealth Advisors’ (WHZ) Laurence Hale, AAMS, CRPS®, James Zahansky, AWMA® and Leisl L. Langevin, CFP®, CDFA® have been awarded the 2024 Five Star Wealth Manager Award, the largest and most widely published wealth manager award program in the financial services industry. This is the 11th consecutive year that all WHZ advisors who were eligible to be considered for the award were selected to receive it.
Appointed
PUTNAM — Mike Bogdanski was recently appointed to Putnam’s Redevelopment agency by the Mayor and Board of Selectman. He is also the vice chair of Putnam’s Economic and Community Development Commission.
Hired
TOLLAND — WHZ Strategic Wealth Advisors hired Jonathan Mathews as associate vice president, Wealth Advisor. In this role, Mathews will work collaboratively with the firm’s advisory team to provide strategic financial planning and wealth management services to clients. He will be based at the firm’s Tolland office. Mathews holds an MBA from UConn and a bachelor’s degree from the University of Kansas. He lives in Woodstock with his four children and is active in the local community, including coaching soccer.
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