Meet Our Team
Professional, courteous, and independent on your behalf.
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.
Barbara Trombley, CPA, MBA, CDFA
Managing Partner, Financial Advisor
413-599-1398
Barbara is an owner and financial advisor with Trombley Wealth Management. She creates financial plans and gives investment advice to new clients as well as servicing existing clients.
Michael Trombley
Managing Partner, Financial Advisor
413-599-1398
Mike is a managing partner and financial advisor at Trombley Wealth Management. After being a client of his dad’s for many years, Mike eagerly followed in his footsteps.
Kim Handzel
Head of Operations
413-599-1398
Kim has been the head of operations at Trombley Wealth Management since 1996. Kim provides a solid foundation of customer service for the company.
Margo Normoyle
Assistant
Margo joined Trombley Wealth Management in 2023 as an office assistant. She recently retired from a 30 year career in customer service with American Airlines. Margo also works as a University Police Dispatcher at Western New...
Our Founder: Ray Trombley
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.
