All About Connect Wealth

Who We Are

Meet Our Team

At Connect Wealth, we pride ourselves on fostering meaningful connections and building lasting relationships with our clients. Comprising a diverse group of seasoned professionals, our team is driven by a shared commitment to understanding the unique financial goals and aspirations of those we serve. We believe that success in wealth management is not only about the numbers—it’s also about the personal connections we forge along the way.

Doug Coe, CFP®

Wealth Planner

Gregory Karanzalis, CRPC®

Wealth Planner

Kevin Peterson, CFP®

Wealth Planner

Rusty Poisson

Director of Business Development

Diane Price

Director of Client Services

Doug Coe, CFP®

Wealth Planner

Gregory Karanzalis, CRPC®

Wealth Planner

Kevin Peterson, CFP®

Wealth Planner

Rusty Poisson

Director of Business Development

Diane Price

Director of Client Services
Douglas Coe

Doug Coe, CFP®

Wealth Planner

Douglas Coe with his Family

Doug Coe, CFP®

Wealth Planner

Gregory Karanzalis

Gregory Karanzalis, CRPC®

Wealth Planner

Gregory Karanzalis with his Family

Gregory Karanzalis, CRPC®

Wealth Planner

Kevin Peterson

Kevin Peterson, CFP®

Wealth Planner

Kevin Peterson with his Family

Kevin Peterson, CFP®

Wealth Planner

Rusty Poisson

Rusty Poisson

Director of Business Development

Rusty Poisson & friends

Rusty Poisson

Director of Business Development

Diane Price

Diane Price

Director of Client Services

Diane Price

Diane Price

Director of Client Services

Douglas Coe

Doug Coe, CFP®

Wealth Planner

Douglas Coe with his Family

Doug Coe, CFP®

Wealth Planner

Gregory Karanzalis

Gregory Karanzalis, CRPC®

Wealth Planner

Gregory Karanzalis with his Family

Gregory Karanzalis, CRPC®

Wealth Planner

Kevin Peterson

Kevin Peterson, CFP®

Wealth Planner

Kevin Peterson with his Family

Kevin Peterson, CFP®

Wealth Planner

Rusty Poisson

Rusty Poisson

Director of Business Development

Rusty Poisson & friends

Rusty Poisson

Director of Business Development

Diane Price

Diane Price

Director of Client Services

Diane Price

Diane Price

Director of Client Services

Who We Are

Our Story

Our connections run deep—the advisors with Connect Wealth have known each other since 8th grade. Those bonds formed at an early age persist today, extending to the next generation through our children.

The connection we share with one another is at the heart of what we strive to create and nurture through our relationships with clients. We believe successful wealth planning is about more than your assets: It requires developing a unique level of intimacy built on a foundation of authenticity and trust. When you work with us, we want you to feel the camaraderie and care we have for one another. In so doing, we hope to make wealth planning simpler and less stressful—even enjoyable—for you.

At the end of the day, we want to help people who are looking for more than an advisor. They’re looking for a partner.

Who We Are

Our Core Values

01

Authenticity

Authenticity is paramount for us at Connect Wealth, reflecting our dedication to genuine, personalized interactions that foster deep client relationships based on mutual understanding and sincerity.

02

Trust

We believe trust is the cornerstone of every successful partnership, underpinning our unwavering commitment to transparency, ethical practices, and accountability in managing our clients’ financial affairs.

03

Friendship

For us, friendship extends beyond mere professionalism; it embodies our ethos of building lasting, supportive relationships with each other and with our clients, rooted in empathy, loyalty, and a shared commitment to financial well-being.