Our Team

Our Team

Jan Wise, CFP®, ChFC®, MBA

President

Jan began her career in banking in 1987 and started her own financial planning firm in 1994 as an independent financial advisor. Securities registered and insurance licensed in Connecticut, New York, and multiple other states, Jan holds the Chartered Financial Consultant® designation and the CERTIFIED FINANCIAL PLANNER™ certification.

Jan offers financial planning, incorporating a systematic and holistic approach. She specializes in providing life planning, portfolio management, insurance, and tax strategies for her clients. As a registered representative and investment adviser representative of Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser, she is a truly independent advisor who offers unique guidance in assisting others in achieving their life goals.

Born in New Mexico, Jan settled in Connecticut and completed her BS at Bryant College in 1985. She obtained her MBA from the University of New Haven in 1992. During her years as an advisor, she has received multiple achievement awards and served as a national training consultant to American Express Financial Advisors. 

Jan believes in giving back to the community, and she has been a leading fundraiser for the March of Dimes, the American Lung Association, and Rotary International.

In addition to her community work, Jan focuses her charitable efforts on animal rescue. She started and manages a charity, Last Chance Farm Sanctuary in Tennessee, that provides rescue services for dogs and horses. Most dogs are rescued from high-kill shelters and horses from slaughter auctions. These animals are then provided a permanent home on the sanctuary property or placed in new homes based on their unique circumstances.

Jan and her husband, Jeff, have three children. When not working with animals, they enjoy football, wrestling, scuba diving, skiing, and riding motorcycles.

Jan works closely with approximately 250 families to help ensure that they too can live their dream and focus on their passions in life. Wise Wealth provides comprehensive and holistic wealth advisory services to its clients.

2021 Five Star Wealth Manager Award
 

Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,191 Connecticut-area wealth managers were considered for the award; 272 (9% of candidates) were named 2021 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

John D'Agostino

Investment Advisor

John took a keen interest in managing money and planning his future at a young age. By the time he was a teenager, he knew he wanted to pursue a career in finance. 

After high school, he decided to further his education at Old Dominion University in Norfolk, Virginia, while continuing his wrestling career at the Division 1 level.  He graduated with his bachelor’s degree in the spring of 2018.

John’s experience in the financial industry includes work for several firms during and after he completed his academic studies.  While in college, John worked at Best Wise Associates (now Wise Wealth), assisting with day-to-day tasks, client outreach, and investment research.  In the summer of 2017, he worked as an intern for Gottfried & Somberg Wealth Management in Glastonbury.  

Following college graduation, he worked for Edward Jones Investments for a short time, moving to Wise Wealth to complete his licensing and to work beside his mother and the firm’s president, Jan Wise.  John specializes in student loan consolidation and working with our younger clientele. He lives in Waterbury and stays active in CT Wrestling.

Alicia Rondini, FPQP™

Senior Planning Assistant

Alicia joined our firm in 2015 and quickly oriented herself to the firm's practices and Commonwealth procedures. She has a bachelor's degree with a minor in sociology and ethics. Alicia recently completed and received her Financial Paraplanner Qualified Professional™ registration with the College for Financial Planning, and also received her certificate of appointment as a notary public. 

As our senior planning assistant, she is responsible for managing our Connecticut office and staff. Her mission is to provide our clients with the highest level of customer service possible. She has an excellent working knowledge of client account processes and facilitates the setup and maintenance of client accounts. 

Since joining the firm, she spearheaded the Department of Labor project to ensure that all of our clients had up-to-date accounts and information and were able to continue in our fiduciary relationships. She brings years of experience to the office and has a great rapport with all our clients.

Alicia lived in Holland for six years and Curacao for four years. She is fluent in Dutch from her time spent overseas. Her teenage son, Camden recently graduated high school and is working toward becoming a paramedic.  She also has two beautiful babies, PJ and Penny, with whom she and her husband, Peter, adore.  Peter and Alicia are huge English mastiff dog lovers and have three furbabies as well, Finn, Chloe, and Brie. Together, they enjoy playing in the backyard and having bonfires with friends and neighbors.

Jennifer Galla

Administrative Assistant

Jennifer joined Wise Wealth in August 2018 as an administrative assistant and brings more than 25 years of administrative experience to our team. Jennifer quickly immersed herself in the finance world and now is primarily responsible for scheduling annual planning meetings with all our clients, as well as providing administrative and logistical support to Jan and the rest of the team. She handles all wholesale and client correspondences while working with Jan directly on a quarterly basis to ensure that all our clients’ accounts are reviewed and their goals are updated as necessary.

Jennifer has an associate degree from Katharine Gibbs School and has completed training provided by Commonwealth. Prior to joining Wise Wealth, she has worked in the medical, health insurance, and legal fields.

Born and raised in Connecticut, Jennifer and her husband, Joe, have two college-aged children. In an effort to give back to the community, her family is actively involved with the local Volunteer Fire Department. She, too, is an animal lover and has a rescue dog named Willow. She and her husband enjoy traveling, gardening, and spending time with family.

Alexandra Lapp

Administrative Assistant

Alexandra joined Wise Wealth in 2022, bringing to the firm valuable skills and experience.

After graduating college in 2010, Alexandra worked in the banking industry before becoming a mother to her two daughters. As a military spouse and mother, Alexandra knew she wanted to dedicate her efforts to providing stability and care to her young children during their time as an active-duty Marine Corps family. While her husband, Christian, was an officer in the Marine Corps—serving both at home and overseas—Alexandra and her family spent time living in Florida, California, South Carolina, and Virginia.

Eventually, Alexandra attended the University of Mary Washington, where she received her Master of Education. Alexandra graduated with honors and was recognized and awarded for her excellence in education. She worked passionately as an elementary teacher, but her close-knit relationship and strong family ties with the firm’s advisors, Jan Wise and John D’Agostino, always seemed to pull her towards a career with Wise Wealth.

Alexandra joined Wise Wealth to provide strategic business planning and operational support to the growing firm. She has completed training provided by Commonwealth and looks forward to continuing to gain knowledge and expertise from the valuable members of the Wise Wealth team.

Alexandra and her husband, now a major and pilot in the Air National Guard, will welcome their third child in the fall of 2022. She enjoys spending time with her family, traveling, and skiing. She continues to remain passionate about education and looks for ways to reach youth in her community.