East Longmeadow, MA Office

Patricia Drabick is a financial advisor at Cambridge Investment Research Advisors with 52 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Cambridge since 2015. Outside of her advisory work, she is involved in administrative and executor roles with The Lemon Group and Lemon Estate. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of financial planning and investment management services through a network of independent Financial Professionals, utilizing multiple custody and platform arrangements and proprietary as well as third-party model strategies.

Troy Ochoa is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and five years of industry experience. He has been with Cambridge Investment Research Advisors since 2021 and is also the vice president and owner of Ochoa Inc., a salon and spa business. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering both discretionary and non-discretionary portfolio management across various platform arrangements.

Steven Howard is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Prior to joining Cambridge in 2018, he worked at Morgan Stanley Distribution, Inc. from 2015 to 2018. Howard is involved in multiple other business activities, serving as president and owner of several advisory firms and financial enterprises. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent financial professionals, providing a range of portfolio management options and proprietary and third-party investment strategies.

Keith Tatlock is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2020. His prior experience includes four years at Commonwealth Financial Network and a 23-year career with the U.S. Air Force Air National Guard. He is also a board member of the Ludlow Community Center/Randall Boys and Girls Club. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies across multiple platform arrangements.