PV Financial Group proudly welcomes their newest team members, Keith Tatlock, CFP®, Financial Advisor, and Kelly Haber, Director of Compliance and Operations. PV Financial Group (PVFG), located at 535 East Street in Ludlow, is excited to add the passion and expertise of Tatlock and Haber to their growing team.
“Keith’s education as a Certified Financial Planner brings a profound depth of experience to our team. He’s not only highly competent and knowledgeable, but he truly cares about serving the best interest of our community members,” says Ed Sokolowski, Managing Partner. Integrity, experience and commitment can be used to describe Keith’s approach. Compelled by the organization’s mission, Keith joined the PVFG Advising Team in March.
Keith’s extensive education and examination to be named a CERTIFIED FINANCIAL PLANNER™ professional means that he is held to a high fiduciary standard. The CFP® certification is the embodiment of Keith’s standards of excellence and dedication to serving his community.
Steadily climbing the ranks in the Air National Guard, Keith will soon celebrate twenty years of service in August 2016 as an Active Reservist. Aircraft Maintenance Officer by weekend, Certified Financial Planner by weekday, Keith was recently named ‘40 under 40’ in Business West’s Class of 2015 and recognized for his purposeful service in business, military and community.
Kelly Haber will lead Compliance and Operations at PVFG, an integral role as the firm continues to expand. “In a growing field of highly regulated processes, Kelly is fundamental in ensuring that our operations continue to be driven by the utmost integrity and transparency. We want to continue providing our Clients with the highest level of personal service,” says founding Partner, Joe Leonczyk.
Haber has more than a decade of experience working with internal controls, managing the resolution of complex problems and improving the customer experience. Prior to joining PVFG, Haber was a Compliance Consultant at MassMutual Financial Group, where she thrived in the fast-paced environment, reviewing new business and regulatory auditing, providing extensive research proposals and resolving conflict with grace and ease.
For more information on PV Financial Group or to locate an experienced advisor to help develop and cultivate your financial goals, visit www.pvfinancial.com or call (413) 589-1500. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a registered investment advisor. 535 East Street Ludlow MA 01056. Investments are not NCUA insured, are not guaranteed by the financial institution and are subject to risks, including possible loss of the principal invested.