Meet Our Team

Our Philosophy

We work as a team. We pride ourselves on our professionalism and responsiveness. It is our goal to enable our clientele to live consistent with their values, achieve peace of mind and financial independence.

Our Team of Confident, Considerate People are ready to work for you.

Rick Feldman- Financial Services Professional**

Rick is the consumate "civic action citizen", as a volunteer and leader in the Chamber of Commerce (past president), Rotary (past president), public arts (a president of the Center for the Arts), education (Support Our Schools), business associations, community based human services, and business support. He jointed our firm explicitly to bring a new level of organizational management skills, and, equally important, a commitment to our mission of being a leader in socially responsible business activity. Chief among our goals is to help people and businesses purposefully plan on how they can give to their community. Rick is here to ensure that we remain true to that mission while providing sound, essential, high quality financial services and products.

His business background and experience is extensive: he founded, owned, and sold two information technology businesses, helped develop pioneering software in economic modelling and economic policy analysis, and helped dozens of small businesses with planning and growth.

Yet his public sector work has also been a career: administrator and educator (University of Massachusetts-Amherst), Community Action Agency administrator, development and fund-raising (arts, human services), leadership development training, and local politics.

In all of this, his principles are consistent and clear: doing what is right for the common good, and doing it well --- pursuing excellence for the greatest benefit --- guides his initiatives and work ethic.

He has a long list of publications in education, economic analysis and regional planning, organizational development, and leadership training.

Rick has done graduate work in adult education and counseling, public administration and public finance, quantative analysis, and political philosophy. He lives in the Northampton Massachusetts area with his wife and best friend, Carolyn; their daughter, Anna, is completing her undergraduate college degree.  

Rick brings a commitment to financial services that includes delivering the highest possible quality of service to clients --- households, businesses, and organizations --- with a desire to make financial serivces work on behalf of individual and organization benefit. He focuses on households in business, and people with a similar desire to give to their communities.

Office Staff

Kevin Hutchins, Registered Agents' Service Assistant

A graduate of University of Massachusetts, Kevin joined Rob Ostberg in 1998 to support agent/registered representative activities, including assisting clients with application and Investor Profile information and routine account maintenance for individuals, families, business-owners and closely-held companies. Kevin worked in the insurance industry providing 401(k) and Pension Plan Management for Mass Mutual and Cigna Corporation prior to joining the Firm. Kevin holds the Life & Health, FINRA Series 6 and Series 63 licenses. The Hutchins family is well known in the Pioneer Valley. Kevin resides in Northampton

Mary Beth Seymour Network Coordinator/ Executive Assistant

Mary Beth joined Rob Ostberg in 1999 after working for nearly ten years in the healthcare industry. Mary Beth is responsible for the adminatration and management of the office computer network and client database. She is instrumental in scheduling client appointments in addition to the  coordination Rob's active community service responsibilities.

Kathy Foote Newman, Controller

Kathy joined Ostberg and Associates in 2007. Kathy's primary responsibilities include Human Resources Administration, Accounting and Compliance coordination. Kathy graduated from the University of Massachusetts with a B.S. in Legal Studies. She is a life long resident of Northampton where she resides with her husband Cy and their children Emma, Tucker and Hunter. Kathy is very active in the community as an elected official of the School Committee. She also serves on the Capital Improvements Committee, Sustainable Northampton Steering Committee and is a Board Member for Northampton Cal Ripken Baseball.

Amy Driver, Financial Services Assistant

Amy has worked in the financial services industry since 1997 and joined Ostberg and Associates in 2005. In addition to her experience, Amy adds significant strength to customer services through her skills in customer and client communications. Amy's primary duties include direct customer contact and outreach, servicing clients accounts, and back office support. Amy greets all visitors and clients when they arrive, ensuring a professional and friendly atmosphere. A Northampton native, Amy earned her Associates Degree in Business Administration at Holyoke Community College, and has attended many formal and informal educational classes to expand her knowledge and skills.  She currently resides in South Hadley and is active in community events.



**Registered Representatives offering Securities through NYLIFE Securities LLC