We realize in addition to our financial management experience, independent advice and investment resources, the foundation to building client trust is achieved in personalized service and responsiveness.
Managing Partner, Financial Advisor
Barbara is an owner and financial advisor with Trombley Associates. She creates financial plans and gives investment advice to new clients as well as servicing existing clients.
Mike is a managing partner and financial consultant at Trombley Associates. After being a client of his dad’s for many years, Mike eagerly followed in his footsteps.
Head of Operations
Kim has been the head of operations at Trombley Associates since 1996. Kim provides a solid foundation of customer service for the company.
Cindy joined Trombley Associates in May 2015 with more than 30 years of office and financial management experience in a variety of work environments including banking, real estate, construction and direct sales. She understands the...
Ray was the founder of Trombley Associates, formerly known as Ray Trombley Associates. Ray was one of the most respected professionals in the western Massachusetts area. After over a half-century in the investment business, Ray retired in 2011 and passed away in 2016.
Ray supported many local charities including the Shriners Hospitals for Children, Jimmy Fund 406 club and various community sports teams and school events. Ray was a long time member of the Wilbraham Country Club and Heritage Palms Country Club in Fort Myers, FL.