Meet the Team
We’re Approachable And Driven To Serve
New View Wealth Management was formed in 2024 after partners John Laggis & Michael Lucas spent 19 years working together as individual advisors. After many conversations, John & Mike made the decision that with their combined 56 years of experience, clients would be better served working as a team.
Along with combining their businesses, they also combined their team of support staff to better assist clients. This has allowed for a more streamlined process and for the practice to operate efficiently. As a team, New View Wealth Management is focused on helping clients live the lives they’ve worked to build.
John Laggis
Investment Adviser Representative
877-338-9095
john.laggis@ceterainvestors.com
John Laggis has been in the financial services industry since 1987. He has spent his career helping everyday individuals and families achieve financial independence. John came to financial services after graduating from Eastern...
Michael Lucas, MBA, CSSCS
Investment Adviser Representative
877-338-9095
michael.lucas@ceterainvestors.com
Michael Lucas has been working in the financial services industry since 2004. He graduated with his Bachelor’s in Sports Management and Master of Business Administration from Endicott College in Massachusetts where he was a...
Gennaro Nardelli
Investment Professional
845-224-3966
gennaro.nardelli@ceterainvestors.com
Gennaro Nardelli entered the financial services industry directly out of college in 2016. A graduate of Quinnipiac University, Gennaro has a Bachelor of Science in Finance along with a minor in Computer Information Systems. Gennaro...
Chelsea Spencer
Practice Operations Coordinator
877-338-9095
chelsea.spencer@ceterainvestors.com
Chelsea Spencer is an Investment Professional for New View Wealth Management. She has always lived and worked in New Haven County, from being born and raised in Meriden, to settling down in Northford with her husband...
Robert Laggis
Client Service Representative
877-338-9095
Robert Laggis comes to the team after graduating with a Bachelor of Science with a major in Finance and a minor in Global Communications from Roger Williams University. Robert is going to assist the team as he is mentored by everyone...