Jan Wise, CFP®, ChFC®, MBA
President and Founder
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 specialized 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, and riding motorcycles.
Jan works closely with 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.
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 working 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 started his career specializing in student loan consolidation and working with our younger clientele. Currently, John heads our investment and economic research team, while also working one-on-one with our clients. John meets with analysts and utilizes top market research tools to provide up-to-date and knowledgeable investment insight to create diverse and individualized investment portfolios for our clients.
John lives in Middlebury with his cat, Rocco. He spends time collaborating with local first responders and law enforcement, and he is also an assistant wrestling coach at his alma mater, Nonnewaug High School. John is passionate about physical fitness and enjoys spending time with family and friends.
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 received her certificate of appointment as a notary public.
As our senior planning assistant, Alicia is responsible for managing our Connecticut office and staff. Her mission is to provide our clients with the highest level of customer service possible. Alicia works as the financial planning department head, preparing and delivering financial plans to our clients. She also acts as the liaison between clients and their CPAs during tax season. 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 oldest son, Camden, works as an EMT and is currently studying to become a paramedic. She also has two beautiful babies, PJ and Penny, whom she and her husband, Peter, adore. Peter and Alicia are huge English Mastiff dog lovers and have two fur babies as well, Chloe and Brie. Together, they enjoy playing in the backyard and having bonfires with friends and neighbors.
Jennifer joined Wise Wealth in August 2018 as an administrative assistant and brings more than 30 years of administrative experience to our team. Jennifer quickly immersed herself in the finance world and now is primarily responsible for scheduling meetings with all our clients, as well as providing administrative and logistical support to the Wise Wealth team. She handles client correspondences while working with Jan and John directly to ensure that all client accounts are reviewed and that their goals are updated as necessary. As a liaison for our team and clients, Jennifer has built working relationships with many of our clients who greatly value and appreciate her support and assistance.
Jennifer has an associate degree from Katharine Gibbs School and has completed training provided by Commonwealth. Prior to joining Wise Wealth, she worked in medical, health insurance consulting, and legal fields.
Born and raised in Connecticut, Jennifer and her husband, Joe, have two grown children. In an effort to give back to the community, her family is actively involved with their hometown's volunteer fire and ambulance services. They are also avid supporters of the annual Closer to Free bike ride in support of Smilow Cancer Hospital and Yale Cancer Center. She and her husband enjoy traveling, gardening, and spending time with family.
Marketing and Operations Manager
Alexandra joined Wise Wealth in 2022, bringing to the firm valuable skills and experience.
After graduating from college in Pennsylvania in 2010, Alexandra worked in the banking industry before starting her family. 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.
In Virginia, 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, encouraged her to join the family practice and begin 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 continues to gain knowledge and insight from the experienced members of the Wise Wealth team.
Alexandra enjoys spending time with her husband—now a major and pilot in the Air National Guard—their three children, and their golden retriever, Booker. Together they enjoy traveling, skiing, cheering on the Dallas Cowboys, and spending time with their extended families. She continues to remain passionate about education and looks for ways to support young people in her community.