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 couple. Kelly vividly recalls watching her parents work tirelessly to create the American Dream for their family. From factory worker to real estate buyers, landlords to small business owners, Kelly’s parents imparted a hearty work ethic and customer service standard that has proven to be intricately woven throughout Kelly’s personal ideals and professional demeanor.
Kelly graduated from Westfield State University with a Bachelor of Science in Business Management. While studying finance she was struck to understand the impact of every day events on the stock market. Learning how financial planning can provide individuals with security amidst the chaos of the economy, Kelly soon discovered her future career path. Kelly’s acute attention to detail and passion for the financial services industry made for a perfect fit in her position in the Retirement Services department at MassMutual in Springfield, MA. Kelly spent nearly four years servicing professional employer organizations, transferring new business, coordinating enrollment meetings and assisting new clients transitioning to 401(k)s. Kelly went on to gain invaluable experience in compliance and account management at the United Health Group in Hartford, CT and Northwestern Mutual in Springfield, MA.
In a recent role as Compliance Specialist at Professional Investors in South Windsor, CT, Kelly realized an inclination towards working directly with financial representatives. Responsible for the processing of new accounts and customer orders for nearly 120 Financial Advisors, Kelly further developed her capacity to carefully review every fine detail while simultaneously managing multiples tasks. Seeking an opportunity closer to home, Kelly joined the PV Financial Group team in early 2017. A self-proclaimed “chatter box” with a sincere sense of community, Kelly rounds out our Operations Department and Relationship Management team with her Life Insurance and Series 7 registrations (through Commonwealth Financial Network). Kelly’s hearty work ethic, genuine enthusiasm and dedication to customer service make for a natural fit within our team.
When not at the office Kelly spends much of her time creating meaningful memories with her husband Jeremy and their 3-year-old and 5-year-old children, Mason and Mila. Both Mason and Mila have laced up their cleats and hit the soccer field, while Mila has also taken up gymnastics and dance. Jeremy proudly co-owns and operates his family’s locksmith business, often dedicating long hours and overnight visits to service emergency calls. To balance their dynamic work schedules, the family enjoys escaping to Cape Cod, exploring local beaches or frequenting Boston for fun family adventures. This year, her and her family are looking forward to an exciting first trip to Disney World. When not discovering new sights, the Outhuse family often entertains family and friends in their Ludlow home. A loyal friend, dedicated Mom and proud community supporter, Kelly’s natural warmth and friendly personality helps to make everyone she meets feel welcome and engaged.