Ludlow- Pioneer Valley Financial Group had the honor of presenting the Western Massachusetts Chiefs of…
LUDLOW- The fall season kicks off with an exciting announcement for Pioneer Valley Financial Group, as they proudly appoint Kelly Haber and Karen Nogueira to Partner!
Since 2002, PV Financial Group (PVFG) has provided individuals and organizations with a comprehensive, relationship-focused approach to financial planning. This year, PVFG celebrates their 20-year anniversary and the exponential growth in size of both their clients and team. With new faces in management, PVFG will continue operating beyond the standard financial advisory firm, helping their clients and community live better.
Kelly began her journey at PVFG in 2016 as the Director of Compliance. Armed with her FINRA series 7, 66 and 24 designations, she was quickly promoted to Chief Operating Officer. As COO, Kelly has risen to be a leader of the next generation employees and serves as a dynamic asset to the growing firm.
“I’m proud PV is creating an inclusive environment that not only promotes from within, but promotes women through hard work and dedication,” said Haber. “I am genuinely grateful for the opportunity and look forward to what the future brings for PV, our clients, and community!”
Karen started her career at PVFG in 2006 as a Sales Assistant. With strong dedication and loyalty to the client experience, Karen was promoted to Director of Client Relations. Within her role, Karen has created and nurtured long-term relationships with our clients and community, making her a true staple at PVFG.
“It is an honor to stand alongside my colleagues and clients of 16 incredible years, as I assume the role of partner,” said Nogueira. “PV is something special and I am grateful to be a part of this ever-growing family and team.”
“There is no ceiling at Pioneer Valley Financial,” said Edward Sokolowski, Managing Partner. “Both Kelly and Karen have distinguished themselves through their ability to inspire those around them and their hard work and commitment to quality make them a natural fit for partnership at our firm.”