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T H E 2 0 2 5 WOMEN IN BUSINESS H O N O R E E S HARTFORDBUSINESS.COM | MARCH 10, 2025 B13 What's the next big goal you want to accomplish professionally? Helping the next generation of advisors develop to further their careers and allow the firm to continue to grow is a focus for me. I am also excited to continue to curate new and elevated services for our most complex and business-owner clients. What's one of the biggest professional challenges you've overcome? Looking back, the period with five to 10 years of work experience was a more challenging time when you have enough experience to start to have serious responsibility, yet you still lack some of the hands-on experience that peers may have. I've been incredibly fortunate to grow my career in environments where there was plenty of support to weather through those experiences though. How are you involved in the community? I serve on the investment committee for the Village for Families & Children. I also volunteer with Healing Meals, which has been an organization near and dear to my heart given my beliefs around the power of nutritious meals on all aspects of our lives. MeGan trasK Partner and Managing Advisor Connecticut Wealth Management M egan Trask, certified finan- cial planner, is a partner and managing advisor with Connecticut Wealth Management. She has been a major contributor to the development of the firm's investment approach, which helps clients align their financial goals with their portfolios. Trask currently manages the largest portion of the firm's client assets. She oversees the firm's retirement plans and participant education programs and is passionate about philanthropic planning, financial literacy with second-generation clients, and socially responsible investing. What have been your biggest profes- sional accomplishments so far? Given my comfort and expertise with complexity, I oversee the largest group of clients at the firm, managing over $700 million of investment assets. Earning trust from these individuals and families to help them make some of life's biggest decisions is the most rewarding part of the work. I have developed relationships with exclusive private equity managers to bring unique investment opportunities to clients. accomplish professionally? My next big focus is expanding my one-on-one coaching and media training for top-tier executives. Having worked with CEOs, politicians and celebrities, I'd like to dedicate more time to helping select leaders elevate their personal brand and public image to achieve success. What's one of the biggest professional challenges you've overcome? The biggest challenge we've had to overcome was handling the day that shopping centers shut down because of COVID. With over 70% of our clients in this space, we weren't sure what was going to happen next and how that would affect our overall business. However, we were able to pivot quickly and offer clients more remote options to help fill the marketing void while people weren't able to shop in-store. How are you involved in the community? One of my greatest joys is being active in charities near and dear to my heart. To support my 10-year-old son, I am involved in St. Luke's Catholic School, March of Dimes, and Connecticut Children's. I also serve on the board of directors for the Petit Family Foundation and am a proud Rotarian. Kate terricciano President/Founder Image Marketing K ate Terricciano, an award-win- ning entrepreneur, is the founder and president of Image Marketing, a national agency specializing in retail and lifestyle marketing and named a Top 25 Adver- tising and Public Relations agency in Connecticut every year since 2011. A PR strategist, public speaker and phil- anthropic leader, she started the company in 2007 at the age of 23 and has grown it to a firm with more than 15 employees. Terricciano has been honored as a "40 Under Forty" winner by the Hart- ford Business Journal and again by Connecticut Magazine two years later. She represents some of the most well- known shopping centers nationwide and regularly makes TV appearances as a retail/lifestyle expert. What have been your biggest professional accomplishments so far? My most successful accomplishment has been starting Image Marketing from scratch, never taking on debt, and growing it to the agency that it is today. We have clients in over 35 states, a team that enjoys coming to work every day and have been profitable since day one. What's the next big goal you want to