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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 

 

Matheson LaFlamme
Financial Planner Assistant

Matheson joined Briggs Wealth Management in May of 2016.  His primary responsibility is assisting our clients in the financial planning process.  Prior to joining Briggs Wealth Management, Matheson has had a wide range of working experience, including underwriting, tax preparation, and portfolio management.

Matheson is currently pursuing the Certified Financial Planner (CFP®) designation. He received his B.S. degree in Business Administration from Western New England University with a focus in Finance and a minor in Economics.

Originally from Bennington, VT, Matheson currently resides in West Hartford, CT. In his free time, he enjoys soccer, cycling, cooking, and playing music.


   

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.



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