Alex Casella, ChFC, BFA
Managing Director
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With over a decade of experience in the financial services industry, Alex understands the unique needs of these professionals who often struggle to find time for financial management. Resonating with the passion for helping others, Alex developed a system that helps his clients prioritize their finances.
Beyond his professional role, Alex is an emeritus soccer referee with over 25 years of experience, having officiated at professional and Division One college levels. Now retired from soccer officiating, he focuses on his family and clients.
Currently residing in Connecticut with his wife, Jessie, their son Nico, their dog Denali, and their two cats Drake and Daphne. Alex is passionate about food, cooking, and outdoor activities including running, hiking, skiing, and biking. Actively involved in volunteer and fundraising activities, he support his alumni association, Rotary International, and many other organizations.
While serving many types of individuals, Alex works closely with health and wellness professionals including, Therapists, Private Practice Owners, Social Workers, APRNs, MHNP, etc. Alex has created a process that helps these professionals organize finances, protect wealth, understanding retirement options, and preparing for the future. Alex distinguishes himself by emphasizing financial success is a result of human behavior and education.
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Meet the Team!
Bruno Mozzo
Client Services Associate
Bruno Mozzo provides thoughtful and attentive support in his role as Client Services Associate. He joined our team based on a genuine passion for helping and ensuring individuals feel supported. Bruno earned his Bachelor’s Degree in Finance & Financial Management Services from Marist University and brings years of experience working in corporate settings, where he’s served as a recruiter in both the financial and healthcare industries. Combining strong organizational, communication, and problem-solving skills, he makes every interaction meaningful and delivers practical, client-centered solutions.
Outside of the office, Bruno has spent more than 20 years as a soccer referee serving both professional and Division One College games. Soccer has been a lifelong passion and in fact, Alex and Bruno met on the soccer-field as teenagers and have known each other ever since. That shared connection through sport has grown into a professional relationship.
Bruno enjoys traveling with his family where he embraces culture and loves discovering new foods, traditions, and experiences. He and his wife Giovanna, a dedicated social worker, live in Connecticut with their children, Mateo and Mila, and their loving pup, Maya. Whether it’s spending time at the beach, traveling together, or simply enjoying a good laugh with loved ones, Bruno treasures quality time with family and friends above all else.
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Linda Vescio
Practice Management
Linda plays a key role in assisting the team with client services requests, new business processing, and overall business growth initiatives including customer success, brand development, and overall client engagement.
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Denali
Chief Cuddle Officer (CCO)
When you simply need someone to talk to who will listen and love unconditionally, Denali is there! Don't mind her occasional barking in the background, she's just making sure we all are safe! You can expect an occasional pop in on a zoom meeting or into the conference room for a friendly lick!
Allison Barnet
Business Development Intern
Allison supports business development and marketing initiatives by developing digital content, engaging prospective audiences, strengthening brand awareness, and gaining hands-on exposure to financial planning, client service, and the day-to-day operations of a financial planning firm.
Our Professional Network
Within our Network, we work with trusted professionals who assist our clients manage every aspect of their financial life. These professionals include:
Attorneys
We connect with attorneys within our network for their legal advice to assist with various legal conversations such as estate planning.
Insurance Agents
We can put you in touch with a trusted insurance agent to help advise insurance coverage for both personal and business needs.
Investment Managers
Our network of investment management teams offers a comprehensive range of investments, helping you make informed investing decisions with confidence.
Tax Professionals
Our network of tax professionals provides comprehensive guidance, helping navigate and optimize your tax strategy with confidence.
Bankers & Mortgage Brokers
Our network of bankers and mortgage brokers offers a resource to help you find the right banking and financing solutions for buying a home, refinancing, or managing debt.
Real Estate Agents
Our network of real estate agents provides expert real estate guidance to help you navigate the market with confidence when searching for the perfect property, or buyer to sell your home to.
These professionals and their services are not affiliated with or endorsed by HTK .
We recognize that financial decisions often intersect with legal, tax, and other professional considerations. To help clients address these needs, we may introduce them to qualified professionals, including certified public accountants (CPAs), attorneys, and other specialists when appropriate.
Our goal is to help facilitate coordination among your professional advisors so that financial, tax, and legal considerations can be discussed in a collaborative manner. Clients are under no obligation to use any professional to whom they are introduced and are encouraged to independently evaluate whether any professional is appropriate for their specific needs.