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Michael E

Series 63, Series 66

Albuquerque, NM

Mass Mutual Investors Services

Michael Ellis is a financial advisor with Mass Mutual Investors Services in Albuquerque, NM, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with MassMutual and its affiliated firm since 2006 and 2007, respectively. Outside of advising, Ellis serves as president-elect and head of the finance committee for the UNM Lobo Club, a nonprofit athletic booster organization. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative annual planning engagements using firm-approved analysis tools, with implementation of recommendations handled through separate brokerage or insurance arrangements.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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John S

Series 63, Series 66

Albuquerque, NM

Mass Mutual Investors Services

John Strange is a financial advisor with Mass Mutual Investors Services in Albuquerque, NM, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Metlife Securities and Metlife Financial Services. He serves as a board member of Shepherd of the Valley Presbyterian Church. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers specialized programs such as divorce planning and estate settlement services.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Bobak K

Series 63, Series 65

Albuquerque, NM

Mass Mutual Investors Services

Bobak Khodaie is a financial advisor with Mass Mutual Investors Services in Albuquerque, NM, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with MML Investors Services LLC since 2013 and MassMutual since 2011. Outside of his advisory role, he is an owner of Gunners LLC, which refers prospects for property and commercial insurance, though he receives no direct compensation from this activity. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, with a collaborative, structured approach that emphasizes investment categories and strategies rather than specific product selections.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Keith J

Series 63, Series 65

Albuquerque, NM

Mass Mutual Investors Services

Keith Jordan is a financial advisor with Mass Mutual Investors Services in Albuquerque, NM. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Jordan has been with MML Investors Services and Mass Mutual Life Insurance Company since 2016. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager options and conducts educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Dustin S

Series 63, Series 65

Albuquerque, NM

Mass Mutual Investors Services

Dustin Soflin is a financial advisor with Mass Mutual Investors Services in Albuquerque, NM, holding Series 63 and Series 65 credentials and having nine years of industry experience. He has been with MML Investors Services, LLC and Mass Mutual Life Insurance Company since 2016. In addition to his advisory work, he serves as secretary for the Albuquerque Youth Symphony Program. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including educational seminars and event-driven planning such as estate settlement and divorce planning.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Benjamin W

ChFC®, Series 63, Series 65

Albuquerque, NM

Mass Mutual Investors Services

Benjamin Walton is a financial advisor with Mass Mutual Investors Services in Albuquerque, NM, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 16 years of industry experience, having worked at MML Investors Services Inc. since 2009 and MassMutual since 2008. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning processes to support client goals.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Arthur S

Series 66

Albuquerque, NM

Mass Mutual Investors Services

Arthur Steinkamp is a financial advisor at Mass Mutual Investors Services with one year of industry experience. Prior to joining the firm, he worked at Sandia National Laboratory and Los Alamos National Laboratory. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Michael G

CFP®, Series 63, Series 65

Albuquerque, NM

Mass Mutual Investors Services

Michael Gordon is a CFP® designee with 17 years of industry experience, currently affiliated with MassMutual Investors Services in Albuquerque, NM. He has been with MML Investors Services Inc. since 2008 and with MassMutual since 2007. Outside of his advisory role, he is a silent partner and co-owner of Waypath Employee Benefits, a business providing group and individual health insurance, and he holds an ownership role in Tax Optimized Plan Solutions, LLC, a third-party administration start-up. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides ongoing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including asset management and educational seminars, delivering financial planning through collaborative, annual engagements that focus on client goals and investment strategies.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Keith P

Series 63, Series 65

Albuquerque, NM

Mass Mutual Investors Services

Keith Padilla is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 16 years of industry experience. He has been with MassMutual and its subsidiary MML Investors Services since 2008 and 2009, respectively. In addition to his advisory role, he is also an insurance agent specializing in life insurance sales. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and various investment programs, structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Logan L

Series 63, Series 65

Albuquerque, NM

Mass Mutual Investors Services

Logan Lippert is a financial advisor with Mass Mutual Investors Services in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with MML Investors Services LLC and MassMutual Life Insurance Co since 2014. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, emphasizing annual, collaborative planning engagements using firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Trey S

Series 63, Series 66

Albuquerque, NM

Mass Mutual Investors Services

Trey Sorenson is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and one year of industry experience. His work history includes roles at MML Investors Services, MassMutual Life Insurance, Northwestern Mutual, and Fidelity Investments. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using firm-approved software to develop client recommendations without discretionary authority.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Nathanael P

CFP®, Series 63, Series 65

Albuquerque, NM

Mass Mutual Investors Services

Nathanael Pacheco is a CFP® professional with 11 years of experience at Mass Mutual Investors Services and MassMutual Life Insurance Co. He has been engaged in full-time education for over two decades. In addition to his advisory role, he works as an insurance agent specializing in life, health, and fixed annuity insurance sales. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning, asset management, and educational seminars, employing firm-approved tools such as Monte Carlo simulations to develop tailored recommendations.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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