Chris Collins
2025 is off to a busy start. Chris’s son Garrett passed all the required securities examinations with flying colors, and he continues to learn and grow in his new role. Dad is quite proud of him! We also welcomed a new member to the team with the merger of Dugas Financial and Warren Wealth Associates. Everyone is getting to know each other better, and the team has really enjoyed the opportunity to work with and help each client.
2025 has also been a series of firsts since losing Chris’ beloved wife, Sue in 2024, but the caring and continued outreach from so many of you has been so appreciated. Chris is grateful to have his family, team, and each of you in his life.
Alex Simon
The past year has been full of changes and opportunities. The design and updates using new strategies, both business and personal, have been considered and implemented. The technology adopted by Alex and his team is now proven and pays dividends every day! Client performance and business continuity has continued to flourish. Exercising and staying healthy has moved up on the priority list (we are getting older after all). Vacations this year included skiing in VT and a visit to the Balkins. Spending time in the war-torn areas of the former Yugoslavia, provided a genuine fondness for life here in the US. The family spending more time in Florida has offered new experiences and growth. We miss the fall and winter and do spend time visiting the tristate area when possible. Additional time biking, hiking, boating and fishing keeps us grounded and thankful.
Scott McCaffery
2025 has gotten off to a great start for the Russell-McCaffery’s as Eleanor finishes up Kindergarten at her new school. Her first year was a smooth transition highlighted by receiving the principal’s character lunch award in January. Mom and Dad were very proud and are enjoying watching her grow and learn. Eleanor is taking ninja classes once a week and likes climbing all things! We promised her a kitten by the fall so that’s next on the list. We wish everyone the best this spring season and grateful for the opportunity to work with you.
Jenica Roffina
The first half of 2025 has been eventful and filled with memorable moments. Jenica celebrated the joyous weddings of her brother and sister, marking beautiful new beginnings for her family. She also embarked on a fun-filled trip to Florida with her best friend, creating unforgettable memories. Her dedication to horseshoe crab conservation continued as she worked with Save Coastal Wildlife, contributing to the preservation of these vital creatures. Hiking remained a favorite pastime, allowing her to explore nature and stay active. She also got to train a few clients at the gym, her secondary passion, helping them achieve their fitness goals and improve their well-being.
Professionally, Jenica began the year by retaking the Series 7 exam, as her new role at WWA will involve more direct client interaction- a change she has eagerly anticipated. In this 11th year with the first, she looks forward to continuing to serve as an integral part of the WWA team, no matter which hat she is wearing!
Kim Kandels
June marked two years with Warren Wealth, and I can honestly say I love everything about working here- from my amazing co-workers to the wonderful clients I get to interact with every day. Professionally, I’m proud to have passed my SIE exam and am currently studying for my Series 7 exam.
On the home front, Steve and I recently welcomed two more stray pets into our lives, bringing our furry family to a total of seven! It’s a bit wild at times, but I wouldn’t change it for anything. We’re also continuing to chip away at house projects and getting our yard summer-ready. It’s a lot of prep work, but the payoff is always worth it.
This summer is shaping up to be a busy one with barbeques, graduation parties, and plenty of day trips. Fingers crossed we can squeeze in a small vacation once the summer fun settles down!
Garrett Collins
Garrett kicked off 2025 with the successful completion of his financial advisory exams and is now on his way to becoming a financial advisor. Garrett is eager to begin working with clients and contributing to the ongoing success of WWA. He recently made a trip to the home office in Boston to receive additional training and learn about everything related to the financial planning industry. He celebrated his progress by purchasing his first motorcycle and looks forward to joining in some father/ son rides, exploring new cities around the East Coast.
Garrett also enjoys staying active through the gym and sports. Chris and Garrett spontaneously ran the Tampa half marathon in February, and he absolutely loved the energy around the city during race weekend. He started golfing last summer as well and dominated the recent team outing at Top Golf. He also enjoys cooking and spends as much time as possible with friends and family, doing everything from hiking in national parks to watching the Yankees with his grandparents over dinner each Wednesday.
Garrett is incredibly excited to be an integral part of the WWA team for many years to come!