Alex Casella
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.
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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.
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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.
Meet The Team

Jim Cooney
CFP ® ChFC ® CLU ® FSCP
Jim provides support in case design and advanced planning topics.
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​Jim is a Certified Financial Planner (CFP), who also holds the ChFC, CLU, & FSCP designations, and has expertise in the analysis and preparation of holistic financial planning. This includes topics of cash flow planning, protection planning, investment planning, tax planning, retirement planning, and estate planning​​

Tina Spenzos, MBA, ACC
Practice Development
Tina's experience provides business planning support and marketing with strong project management and communications skills. As part of the team, her skillset is centered around developing and implementing effective communication and marketing strategies.
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Linda Vescio
Practice Management
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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!
Jim Cooney is not affiliated with Casella & Associates and is affiliated with HTK
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 professionalsand their services are not affiliated with or endorsed by HTK .