Our Firm
Our Services
Client Events
Client Access
Contact Us
Mark Briggs CPA, CFP®, PFS
Founding Principal
Mark began his career in 1983 working for a local CPA firm.  In 1991, he opened his own tax and financial consulting practice.  In 2004, he changed the name of his firm to Briggs Wealth Management, Inc. to better reflect the breadth of services.  Mark's knowledge and expertise has been quoted in many publications such as the Journal of Financial Planning, the Boston Globe, the Hartford Courant, as well as Kiplinger's Personal Finance.
Mark has earned the designations of CPA (Certified Public Accountant), CFP® (Certified Financial Planner), and PFS (Personal Financial Specialist).  He holds professional memberships with the following organizations: 
  • NAPFA - National Association of Personal Financial Advisors.
  • FPA - Financial Planning Association.
  • AICPA - American Institute of CPAs.
  • CSCPA - Connecticut Society of CPAs; Personal Financial Committee (Past Chair)
Mark received a B.S. degree in Accounting from the University of Rhode Island in 1982.  An avid cyclist and tennis player, he currently resides in Glastonbury, CT with his wife and two children.


Matthew Locci, CFP®
Financial Planner
Matt joined Briggs Wealth Management in 2010.  His primary responsibilities include managing client service relationships and assisting our clients in the financial planning process.  Prior to joining Briggs Wealth Management, Matt worked for a consulting firm that analyzed cash flows while looking to improve workflow efficiencies.

Matt is a Certified Financial Planner and is a member of the Financial Planning Association (FPA).  He holds a B.S. degree from Northeastern University in Political Science with a minor in Business Administration.

Originally from Albany, NY, Matt currently resides in Chicago, IL with his wife.  He enjoys travel, visiting family, and playing hockey.

Contact Matt: matt@briggswealthmgmt.com 


Katie Gower
Financial Planner Assistant
Katie joined Briggs Wealth Management in January 2014.  Her primary responsibilities include supporting our financial planners and assisting our clients in the financial planning process.  Katie has over 8 years of experience in client account management, trade execution and client servicing.  She graduated from the University of Connecticut with a major in Sociology: Concentration in Business.

Katie lives in Andover, CT with her husband and young son.  When not working, Katie enjoys music, running, hiking and travel.

©2018 Briggs Wealth Management, Inc. All rights reserved.