Hannah Haley
(Client Relationship Manager)
Rooted in the Western Massachusetts community she loves, Hannah Haley brings energy, compassion, and a strong academic foundation to her role as Relationship Manager at PV Financial. Hannah grew up in Palmer before settling in Ludlow in 2020, and her path has always reflected a blend of discipline, curiosity, and service. She earned her bachelor’s…
Matthew Jordan
(Client Relationship Manager)
Born and raised in Ludlow for 35 years before settling in Belchertown, Matthew Jordan brings deep local roots, a strong work ethic, and a people‑first mindset to his role as Client Relationship Manager at PV Financial. Matthew spent 17 years at MassMutual in a variety of roles before transitioning to sales at Lia Toyota, ultimately…
Cindy Fabiszewski
(Operations Assistant)
The youngest of four children, Cindy, born and raised in Springfield, watching her parents work tirelessly to support her large and vibrant family. She sought to emulate the work ethic of her father, a navy veteran and 40-year career railroad electrician. And her mother worked retail and maintained the homefront in which she excelled. Cindy graduated…
Tony Salemi
(Licensed Operations Support Specialist)
Born and raised in Chicopee, MA, Tony Salemi graduated from Pioneer Valley Christian School in 2005 and later completed a certification through the Financial Advisor Training Institute, earning his Series 7 and 66 licenses. As a teen, he loved playing baseball and football and naturally stepped into leadership roles, often helping teammates understand plays and…
Daniel Myers
(Operations Support Specialist)
Born and raised in Belchertown, MA, Daniel Myers attended the University of Vermont, where he studied Political Science and Psychology. During college, he was also a member of the university’s rowing team for three years, competing in regattas across the region, including the renowned Head of the Charles Regatta. As a kid, Myers loved reading,…
Brendan Burke
(Financial Advisor)
Originally from Medfield, Massachusetts, Brendan Burke earned both his undergraduate and master’s degrees in Comparative Literature with a concentration in film from University of Massachusetts Amherst and Lund University. Although his academic background focused on literature and film, Brendan found a passion for finance. Prior to joining PV Financial Group, Brendan spent more than a…
Andrew Wands
(Operations Support Specialist)
Originally from East Longmeadow, MA, Andrew Wands attended Westfield State University, where he studied Finance and Economics. During his time there, he balanced academics with a student-athlete lifestyle, traveling across the state for golf tournaments while developing a strong foundation in teamwork, discipline, and time management. Growing up, he enjoyed golf, fishing, chess, sports, and…
Sophie Miller, AIF®, CPFA®
(Financial Planner)
Sophie Miller is a Financial Planner at PV Financial. She previously worked as a Financial Advisor at Equitable Advisors, where she gained valuable industry experience and licensing. With a strong background in math and a passion for understanding the stock market and economy, she enjoys helping people better manage their finances. At PV Financial, Sophie…
Agostino Calheno
(Investment Analyst)
Agostino “Augie” Calheno, a seasoned finance professional from Ludlow, Massachusetts, brings a rich history of excellence and precision in navigating the intricate landscape of financial markets. With a Bachelor of Science Degree in Business Administration from Northeastern University and a dual concentration in Finance and Accounting, Augie began his career at MFS Investment Management in…
Joe Dunn
Research Analyst, Fixed Income
As a Research Analyst, Joe analyzes fixed income portfolios & individual fixed income securities, responds to advisor requests, and assists with fixed income market research Joe earned his BS in Finance from UMass Amherst.