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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

203-263-1298

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...

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Michael Lucas, MBA, CSSCS

Investment Adviser Representative

203-263-1267

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...

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Gennaro Nardelli

Investment Professional

203-263-1310

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...

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Chelsea Spencer

Practice Operations Coordinator

203-263-1275

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...

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Robert Laggis

Client Service Representative

203-263-1314

877-338-9095

robert.laggis@ceterais.com

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...

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Kevin Lucey

Client Services Representative

203-985-8044

877-338-9095

kevin.lucey@ceterais.com

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