At Ciampi Tax & Financial Services, strong leadership, wealth management expertise, and exceptional client service is provided by each of our team members.
Continue reading to learn more about each one of us and view the faces of our experienced team.
Don is a Principal of Ciampi Tax & Financial Services, LLC. His areas of responsibility within the firm are personal financial planning and investment management. He has enjoyed over 20 years’ experience in the industry.
Don is an Accredited Investment Fiduciary (AIF®) and holds this duty foremost in his practice. He holds the Series 7 and 66 securities registrations, as well as a life and health insurance license.
Don earned a Master of Business Administration from Rensselaer Polytechnic Institute and a Bachelor of Science from Fairfield University. He has attended continuing and advanced education at the University of Virginia, Darden School of Business, and the American College of Financial Services.
Don is currently a Board Member of St. Paul Catholic High School and his previous Board affiliations include the Greater Waterbury United Way and Children’s Community School.
He enjoys spending time with family, as well as hiking, skiing and traveling. Don resides in Cheshire with his wife, Ellen, and two children, Donald III and Catherine.
With over 30 years’ experience in the financial services industry, Steve is the Chief Investment Officer of Ciampi Tax & Financial Services, LLC. In this role, he oversees all investment management and retirement planning.
Steve holds a Master of Public and Private Management from Yale University and a Bachelor of Arts in Economics from Fairfield University. He maintains the Series 7 and Series 66 securities registrations. Steve also holds the Chartered Financial Analyst (CFA) designation and is a member of the Hartford CFA Society.
Steve’s professional career has covered all aspects of investment research and portfolio management. He has previously held positions at Goldman Sachs, United Technologies, State Street Research and Hartford Steam Boiler.
In his free time, Steve enjoys reading, drawing, restoring cars and playing guitar.
For the past eight years, Jennifer has served as our Director, Client Services. Jen has a passion for delivering exceptional customer service to our clients. She provides transparent, accurate, prompt and accessible service for all transactions from client to fiduciary. Jen holds the Series 6 and 63 securities registrations. She earned a Bachelor of Science in Accounting from Southern Connecticut State University.
When outside of the office, Jen enjoys traveling, hiking and spending quality time with her husband and two children.
Daniel is an Investment Advisor Representative at Ciampi Tax & Financial Services, LLC. In this role, he provides accurate and crucial analytical support for our firm’s financial plans and investment portfolios. Dan graduated Magna Cum Laude with a Master in Business Administration from Quinnipiac University and Cum Laude with a Bachelor of Science in Finance from Quinnipiac University. He holds the Series 7 and 66 securities registrations.
Dan’s free time is spent snowboarding, hiking, golfing, traveling and coin collecting.
Michelle has been with our firm since 2019, having started as a college intern. While working on the Client Services Team she passed the Series 7 and 66 securities registrations. Recently, she achieved her Certified Financial Planner™ designation.
Michelle graduated Summa Cum Laude from Quinnipiac University with a Bachelor of Science in Finance, where she was a Division 1 collegiate athlete. Michelle is an Associate Wealth Advisor at Ciampi Tax & Financial Services, LLC, where she supports every aspect of our client relationship. Her goal is to provide each client with an exceptional experience.
Outside of work, she enjoys hiking, running, traveling and spending time with family.
Ellen is responsible for the firm’s external client communications and marketing strategy. She has a Bachelor of Arts in Communication from Boston College and a Master of Business Administration from Sacred Heart University. She earned a Nursing Home Administrator Certification from Quinnipiac University. Ellen serves on the Board of Trustees of Xavier High School, and has held the same position at St. Bridget School.
In her free time, she enjoys spending time with her husband and two children, playing tennis, teaching CCD, skiing, hiking and traveling.