All About Connect Wealth

Douglas Coe, CFP®

Wealth Planner

Doug’s approach to planning is anchored in his desire to initiate a friendship to get to know you and your specific goals. This enables him to efficiently serve as a guide on your wealth planning journey.

In 2008, Doug began his career as a financial advisor at AIG and brings more than 15 years of wealth planning experience to the team at Connect Wealth. Prior to working in wealth management, Doug spent two years working in the oil and gas industry.

Doug earned a bachelor’s degree in history from Wake Forest University. He is a CERTIFIED FINANCIAL PLANNERTM professional.

Doug lives in Annapolis, Maryland, with his wife, Deeann, and their five children. In his free time, he likes to play tennis with his daughters and wife, golf with his sons and surf whenever he gets the chance.

Fun Fact: Doug has recently taken up scarf collecting.

Rusty Poisson

Director of Business Development

Rusty’s primary focus at Connect Wealth is facilitating a seamless end-to-end experience for clients.

Prior to joining Connect Wealth, Rusty worked in high-end white glove customer service, primarily in the insurance industry and at private country clubs. His personal experience as a full-time caregiver for a parent has significantly shaped his outlook about the importance of strategic financial planning.

Rusty earned a bachelor’s degree from Washington College.

Away from the office, Rusty enjoys spending time with family and friends, playing golf and boating.

Fun Fact: Rusty can play the entire Phish collection on his guitar.

Diane Price

Director of Client Services

Diane has served as the Client Relationship Manager at Connect Wealth since 2022. Diane works with the clients and advisors to manage the client experience from start to finish. Through Diane’s friendly and effective interactions, she helps to build solid relationships and trust with Connect Wealth. Diane enjoys our collaborative work environment and loves working with clients to help them reach their goals.

Prior to joining Connect Wealth, Diane worked as a Sales Assistant at AIG for four years. Prior to AIG, Diane worked as an administrative assistant to financial and investment advisors at M&T Investment group for 10 years. In addition to these positions, she has spent time interacting with customers and finance as a real estate agent, and as a representative for a mortgage banking company.

Diane earned a bachelor’s degree from Ramapo College of NJ.

Diane lives in Severn Maryland with her husband Eric. She has two children, Kristine & Kevin, and three grandchildren, Logan, Lily and Ellie.

In Diane’s free time she enjoys nature walks and photography, sewing and tai chi.

Fun Fact
Diane has read more books than every other employee combined at Connect Wealth