Pangaro Wealth Management is a team comprised of financial professionals with diverse backgrounds and specialties but a shared devotion to providing clients with exceptional service. As a result, we can collaborate to provide greater depth and more advanced strategizing to clients’ plans and needs.
Meet our team of dedicated professionals:
Jeff Pangaro, AIF®, CkP, CBC
Jeff is the founder of Pangaro Wealth Management with over 15 years of experience in the financial services industry. He has a proven track record of working with many different types of clients, especially business owners and families with complex wealth needs. Along with providing comprehensive financial planning strategies, he is experienced in retirement plan consulting, assisting with 401(k), 403(b), and 457 plans, as well as defined contributions, defined benefits, deferred compensation, and cash balance plans. As an Accredited Investment Fiduciary®, he is committed to upholding a high level of ethical responsibility, putting his clients’ needs first and foremost in all that he does.
Jeff is a lifelong resident of Connecticut and is an active member of his local Chamber of Commerce. Having worked for so many years with so many families, he takes great pride in the reputation his firm has established in the community. Born and raised in Greenwich, he now resides in Cheshire with his wife, Keisha, and their three sons, Michael, Christopher, and Matthew. When he’s not coaching one of his son’s sports teams, he’s frequently training for triathlons. He recently completed the IRONMAN World Championship in Kona, Hawaii.
Kari A McLeod, MBA
Kari is a financial planner focused on empowering and guiding women with the knowledge and tools to build a more secure financial future. With over 12 years in the financial services industry, she uses her experience to provide the utmost attention and service to her clients based on dedication, approachability, and execution.
Kari graduated from Southern New Hampshire University with both a BS in Accounting/Finance and an MBA in Business Administration. She holds Life & Health Insurance licenses in Connecticut and the NASAA Series 65 license. She is currently pursuing her CERTIFIED FINANCIAL PLANNER™ (CFP) certification. Active in her community, she is a member of Hartford Young Professionals & Entrepreneurs (HYPE), Northeast Executive Advisory Group (NEAG), a Hartford Marathon Foundation (HMF) volunteer, and involved in Pine Grove School PTO in Avon.
When not serving her clients with exceptional service, Kari can be seen running the roads and trails of the Farmington Valley, skiing New England mountains, or attending her daughter’s extracurricular activities.
Since graduating Pace University in New York City with a Finance degree, Jeremy has built professional experience in financial services working with companies such as Oppenheimer & Co,. Mass Mutual, and most recently Pangaro Wealth Management. He is committed to solving complex problems and helping his clients reach their financial goals.
Jeremy was born and raised in Connecticut, and currently resides in Windsor. When not serving his clients with exceptional service, he enjoys pursuing his passions in music, swimming, traveling, and sports.