Connecticut Investors Group, LLC

Jeffrey A. Segal, CFP^®, CLTC, AIF^®CERTIFIED FINANCIAL PLANNER™

Jeffery is the founder of Connecticut Investors Group, LLC, (CIG), an independent investment and financial services firm. Jeffrey is also an Investment Adviser Representative of Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

As a CERTIFIED FINANCIAL PLANNER™ professional, Jeffrey has met rigorous education, examination, and experience requirements to provide comprehensive financial planning and is committed to the highest standards of ethical conduct. As a Certified Long Term Care Consutlant (CLTC), Jeff provides guidance to families planning for retirement and later-in-life care issues that include homecare, assisted living, nursing homes, social services, taxes, law, and most importantly, what will pay for these resources. As a Certified Fund Specialist (CFS) Jeff has amassed a high level of knowledge of mutual funds and annuities enabling him to evaluate and compare financial measurements and benchmarks when constructing a portfolio that is appropriate for you.

Jeffrey is a member of the CT Financial Planners Association (FPA) and the Glastonbury Chamber of Commerce. Jeffrey is a charter member of the Morningstar Advisor Panel, providing consulting services critical to the development of new products and services. Jeffrey is a member of the National Registry of Experts and is qualified to serve as an expert witness in securities, insurance, and financial planning legal actions.

Seth Renaud, CLTC, AIF^®Wealth Management Advisor

As a Wealth Management Advisor, Seth assists his clients and clients of Jeffrey A. Segal, CFP^®, with analysis, implementation and on-going reviews of client's financial plans and investment portfolios. At Connecticut Investors Group, LLC (CIG), we employ and develop strategic planning for a variety of investment objectives. We focus on 4 levels of planning: Accumulation phase along with asset management and risk management; Pre-retiree Wealth Management and Planning; Retirement Planning for Income Security and Growth; Estate and Distribution Planning. Seth possesses a commitment to educate and consult, along with maintaining the highest integrity and trust when working with all CIG clients.

Prior to joining CIG, Seth began his career working with a Fortune 100 financial services company. He holds the AIF^® and CLTC (Certified Long Term Care Consultant) certification and is approved to offer the Connecticut Partnership program for all Long Term Care Insurance clients. Seth is Life and Health insurance licensed in CT and MA, and registered with FINRA Series 22, 31, 6, 62, 63, and 7 as a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network^®, Member FINRA/SIPC, a Registered Investment Adviser. He is currently working towards his advanced planning designation of Chartered Financial Consultant^® (CHFC^®) through the American College. This program provides extensive knowledge in the planning needs of individuals, professionals, and business owners.

Seth has been a resident of Northern Connecticut most of his life. He is a member of the Glastonbury Chamber of Commerce. He enjoys spending time with his niece and nephew, Haylee and Jayden. When he is not working, he takes time out to enjoy his hobbies of fitness, golfing, attending sporting events, and studying American history.

Debbie St. John
Director of Client Services

Debbie is the Director of Client Services and Executive Assistant for Jeffrey A. Segal, CFP^® and Seth Renaud CLTC, AIF^®at Connecticut Investors Group. Her enthusiasm and knowledge in the industry together with her friendly personality makes for a great person to help service and support Jeffrey and his clients.

Debbie has been in the investment industry for more than 25 years. She joined CIG in 2007 after working ten years for another investment office in the same capacity. She works with CIG staff and clients in securing current relationships, building new ones, and contributing to the growth of this fast growing independent wealth management firm.

As Director of Client Services, Debbie is responsible for scheduling appointments and assists clients with their requests. She is the one to call for distribution requests and money.

Heidie Endrelunas
Office Manager and Client Services Specialist

Heidie has been an assistant to Jeffrey A. Segal, CFP^®, and Seth Renaud, as well as Office Manager, at Connecticut Investors Group since 2003. She is the friendly face that you see when you come to visit us. She also works closely with Jeffrey to service and support his clients.

Heidie has been in the financial services industry since 2002. She started her career as a Quality Control Inspector, working for a major corporation for seven years. Since joining Connecticut Investors Group, she has been able to utilize her QC knowledge in her client service and office manager roles at this growing independent financial services firm.

As a Client Services Specialist, Heidie is responsible for meeting preparation, as well as updating and maintaining our client database. If you need to change any of your personal information, such as address, phone numbers, or beneficiaries, or if you would like Internet access to your accounts, please call Heidie

Rachael Clavette
Client Services Assistant and Marketing Coordinator

Rachael started with Connecticut Investors Group in 2010. Rachael graduated from Central Connecticut State University with a Bachelor of Science in Business Management and Organization. She was previously the Manager and Event Planner for a premier restaurant group in Connecticut before joining the team at CIG. She is able to utilize her customer service background to make lasting relationships with clients.

As Client Services Assistant and Marketing Coordinator, Rachael is responsible for website maintenance, client events and communications, establishing client accounts, and meeting preparation.