Our Team

Our Team


We're On Your Side

When you consider how much you would like to accomplish, it's clear to see the importance of working with financial professionals you can trust. You can rest assured, knowing that a CERTIFIED FINANCIAL PLANNERTM (CFP®) professional who has successfully demonstrated the industry experience, knowledge, and ethical requirements necessary to obtain this prestigious certification is working for you.

You'll appreciate our difference right away. Whether your financial planning needs are simple or more complex, you'll benefit from ongoing support that's provided by a team of investment, insurance, and administrative specialists.

Unlike other companies that offer only their own proprietary products, Hoey Wealth Management is an independent financial planning firm that provides objective recommendations. As a result, we can select from thousands of financial products when developing suitable investment and insurance solutions for you.

The Benefits Of Independence

Our commitment to always putting your interests first is evident in every aspect of our business.  We've chosen to partner with Commonwealth Financial Network®, an independent broker/dealer–RIA with a 40-year history of focusing on the needs of its affiliated advisors and the clients they serve. This partnership means that we remain free to make recommendations based on what's right for you, without pressure to promote a particular product or strategy, which is not the case with some other types of financial advisors.

Robert A. Hoey, CFP®


Rob is a CERTIFIED FINANCIAL PLANNER professional with more than a quarter-century of experience in the investment, financial planning, and insurance industries and accounting field. He is a past president of the Worcester Estate and Business Planning Council. He is a magna cum laude graduate of Nichols College, having earned a BS in business administration with a concentration in finance and economics. He received his master's degree from Nichols College as well. Click here for more information.


Robert A. Hoey is proud to have been recognized as a Summit Club advisor for 2019—a distinction based on annual production that places him among the top 19 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Summit Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Summit Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

Melanie Hensel

Administrative Assistant

Melanie has been an administrative assistant for more than 20 years and has worked in the financial industry for more than 13 years. In her spare time, she enjoys the playful antics of her dog, Maverick, and walking and exploring in the Quabbin Reservoir area for deer, coyote, fox, and bear sightings.

Catherine Hoey

Project Coordinator

Catherine is the newest member of the Hoey Wealth Management team. She assists with day-to-day operations and incorporates her marketing background to create marketing initiatives and projects. When Catherine isn't in the office, you can find her walking Georgie, hanging out with her family, in Maine, or on the golf course!

Georgie Hoey

Head of Security, Chief Greeter

Georgie is THE chief greeter here at Hoey Wealth Management, she is also our very own security guard—she must kiss and sniff everyone before they enter the premises. Georgie lives with Rob, Mary, and her "sister" Catherine. She likes to sniff, play with her ball, take LOTS of naps, and get cuddles from everyone that comes in.