Harper & Whitfield, PC
Manager, Enrolled Agent
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About Wendy
In Wendy's own words
Wendy Reola is an Enrolled Agent — federally licensed to represent taxpayers directly before the IRS — and a Manager at Harper and Whitfield in Simsbury. That credential means she can stand between a client and the IRS, not just prepare the return. Individual and business taxes, planning, and resolution when something has gone sideways. She works year-round, not just in season. Wendy also serves as HUDDLE's Treasurer and Secretary.
Wendy Reola is a Manager and Enrolled Agent with Harper & Whitfield, PC, based in the firm's Simsbury office. As an Enrolled Agent—federally licensed to represent taxpayers before the IRS—she helps individuals and businesses with tax preparation, planning, and accounting. Wendy also serves as HUDDLE's Treasurer/Secretary.
Ideal referral
Any individual or business owner who needs tax help, is behind with the IRS, or wants proactive tax planning instead of a once-a-year scramble.
What makes Wendy different
Why Wendy vs. a seasonal tax-prep storefront: as an IRS-licensed Enrolled Agent she can represent you before the IRS and provide year-round planning—an accountable, credentialed advisor, not a once-a-year preparer.
Keller Williams Realty – The Miale Team
Erin Anderson is a residential real estate agent and Director of Growth with The Miale Team at Keller Williams Realty, serving West Hartford, Newington, and the Greater Hartford area. She guides buyers and sellers through every step of the transaction—pricing, marketing, negotiation, and closing—backed by the resources of one of the region's most active real estate teams.
Newberry Insurance Group
Allison Bannerman handles personal lines insurance at Newberry Insurance Group, an independent agency that has served Connecticut and New England since 1913. As part of an alliance representing 25+ carriers, Newberry can shop more companies than most agencies to match individuals and families with the right coverage at a competitive rate—and because they're independent, the focus stays on the client's needs, not one carrier's products.
Compass Mediation CT
Aaron Bowman is the mediator behind Compass Mediation CT, helping people navigate conflict with dignity and resolve disputes outside of court through a calm, neutral, and confidential process. Mediation is typically faster and far less expensive than litigation. Aaron offers a free 15-minute introductory call, and works by appointment and virtually across Connecticut. (Compass Mediation is not a law firm.)
Members Wendy regularly works alongside — the people you're likely to need next.
Also useful when you're running a business:
KTJones Management Consulting
Kristen Tangarone is a business operations consultant and Fractional COO at KTJones Management Consulting in New Hartford, CT. She helps small businesses streamline operations, develop leadership, and put data-driven strategy to work—building the systems and processes that let owners scale without burning out, with executive-level operational leadership and no full-time hire required.
Technology On Call
Technology On Call (Paul Berg, "The Tech Doctor") is your one trusted partner for business growth through IT support, websites, social media & SEO, marketing, video, and AI—practical, jargon-free help that saves time, wins customers, and makes your business look like the real deal, online or at your door across Connecticut. Paul has been in business for over five decades, holds an engineering degree from RPI, and founded Technology On Call in 1995 to help owners transform and grow their companies.
Newberry Insurance Group
Allison Bannerman handles personal lines insurance at Newberry Insurance Group, an independent agency that has served Connecticut and New England since 1913. As part of an alliance representing 25+ carriers, Newberry can shop more companies than most agencies to match individuals and families with the right coverage at a competitive rate—and because they're independent, the focus stays on the client's needs, not one carrier's products.
PGP Investment Advisors (LPL Financial)
Dave Ross, Jr. is a Senior Partner and financial advisor with PGP Investment Advisors (LPL Financial) in Southington, CT, with over 15 years in financial services—including years in estate planning with The Hartford. He focuses on the full retirement-planning process and takes a personalized approach to each client, helping individuals and families plan for retirement, college, life insurance, and long-term care. Dave also serves as HUDDLE's Vice President. (Securities and advisory services offered through LPL Financial, Member FINRA/SIPC.)
Kristen Tangarone — Business Consulting, Paul Berg — IT & Media Services, Allison Bannerman — Insurance, Dave Ross, Jr. — Financial Planning
Planning a retirement or senior move? Also useful:
Orzolek Moving Services, LLC
Josh Orzolek is the owner of Orzolek Moving Services, LLC, a local Connecticut moving company. Josh and his team handle residential and small-business moves—loading, transport, and labor-only help—with a focus on care, reliability, and treating customers' belongings as their own.
Keller Williams Realty – The Miale Team
Erin Anderson is a residential real estate agent and Director of Growth with The Miale Team at Keller Williams Realty, serving West Hartford, Newington, and the Greater Hartford area. She guides buyers and sellers through every step of the transaction—pricing, marketing, negotiation, and closing—backed by the resources of one of the region's most active real estate teams.
GCGH Law
Keith Hathaway leads Hathaway Law, one of Connecticut's most trusted real estate closing practices, with 20+ years in business and more than 20,000 closings completed. The firm handles residential closings, commercial transactions, and investor legal services with flat-fee pricing, direct attorney access, and a 24-hour contract-review turnaround—making closings smooth and surprise-free for buyers, sellers, agents, and investors.
Josh Orzolek — Moving Services, Erin Anderson — Real Estate, Keith Hathaway — Legal
