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Marcin Mruk

(Operations Support Specialist)

Operations Support Specialist Marcin Mruk was born in Chicopee, Massachusetts and grew up in Hadley, where he graduated from Hopkins Academy. Marcin and his two older sisters are first-generation Polish, as both of his parents grew up in Southern Poland…

Kathy Houle

(Operations Assistant)

Kathy Houle was born and raised right here in Ludlow, and graduated from Ludlow High School before going on to get a degree in Education and English from Annhurst College, a small Connecticut-based Catholic women’s college that ceased operation in…

Linda Martins

(Community Outreach Coordinator)

Community Outreach Coordinator Linda Martins was born and raised in Ludlow, Massachusetts, but her family immigrated from Portugal before she was born. The first language she learned was Portuguese. At Ludlow High School, Linda and was very involved in extracurriculars…

Kelly Outhuse

(Operations Coordinator)

Operations Coordinator and Relationship Manager Kelly Outhuse has been working in the Financial Services industry for more than 13 years. She knows firsthand the meaning of hard work. Kelly’s parents immigrated from Portugal to the United States as a young…

Kristina Bennett

(Relationship Manager)

Relationship Manager Kristina Bennett is a native of Holyoke, Massachusetts where she attended Holyoke Catholic High School. In high school, she was a member of the swim team and drama club and served as yearbook editor and class president. She…

Fatima Tavares

(Relationship Manager)

Relationship Manager, Fatima Tavares, joined our team in 2014 bringing an exceptional range of customer service skills. Fatima grew up in Portugal, inspired by her hard working parents who moved to the United States before Fatima finished school in order…

Irene Lawless

(Relationship Manager)

Relationship manager, Irene Lawless, has an innate ability to make those around her feel comfortable; her genuine ability to empathize led her to a career in business. Irene attended both Baypath and STCC, and upon graduation she landed her first…

Karen Nogueira

(Director of Client Relations)

Director of Client Relations Karen Nogueira is a natural people-person with a caring heart, and impeccable customer service skills. Karen’s philosophy of treating others the way she hopes to be treated allowed her to quickly move through the ranks. Karen…

Cheryl Hoey, CPA

(Chief Financial Officer)

Chief Financial Officer and Certified Public Accountant Cheryl Hoey provides high-level support for our firm, overseeing company finances, creating and managing budgets, and forecasting trends, as well as helping our Financial Advisors to better serve our Clients with her expertise…

Kelly Haber

(Chief Operating Officer)

Chief Operating Officer, Kelly Haber, was born and raised in Ludlow, MA. Born into a Portuguese family, Kelly’s parents immigrated to the United States before starting a family. They desired to give Kelly and her brother a life full of…