Meet the Team

At UMassFive, we have your unique future in mind.

Our Wealth Advisors’ reasons for becoming financial professionals are deeply personal, as we have all seen friends and family struggling to find the help they needed to map out their financial future. We’re confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help anyone better prepare for the future. With years of experience, we’ve developed a reputation for personalized and easy-to-understand guidance.

At our firm, we have the client—and only the client—in mind.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning, to execution, to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Aimee Marden

Aimee Marden

Wealth Advisor

amarden@umassfive-lpl.com

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Sam Einzig

Sam Einzig

Wealth Advisor

seinzig@umassfive-lpl.com

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Erika Bourrouard

Erika Bourrouard

Client Service Associate

(413) 461-3180

eberrouard@umassfive-lpl.com

Erika has a wealth of experience in administrative operations, client service, and a strong background in asset management, where she supported advisors and clients for over seven years. Her collaborative approach and attention to...

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Guidance Centered Around You

Guidance Centered Around You

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

We look forward to working with you now, and for years to come.

Contact

Office: 800-852-5886

PO Box 1060

Hadley, MA 01035-1060

wealthmanagement@umassfive-lpl.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. UMassFive College Federal Credit Union and UMassFive Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using UMassFive Wealth Management and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of UMassFive College Federal Credit Union or UMassFive Wealth Management. Securities and insurance offered through LPL or its affiliates are:

^{NOT INSURED BY NCUA OR ANY OTHER GOVERNMENT AGENCY}	^{NOT CREDIT UNION GUARANTEED}	^{NOT CREDIT UNION DEPOSITS OR OBLIGATIONS}	^{MAY LOSE VALUE}

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The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.