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Nathan D

Series 66

Aviston, IL

Mass Mutual Investors Services

Nathan Duncan is a financial advisor with Mass Mutual Investors Services in Aviston, Illinois. He holds the Series 66 designation and has three years of industry experience. Prior to his current role, he worked for the Federal Bureau of Prisons for ten years. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved analytical tools to develop written recommendations tailored to 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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Kelly Z

Series 66

Aviston, IL

Mass Mutual Investors Services

Kelly Zurliene is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and one year of industry experience. She has worked with Mass Mutual Investors Services and MassMutual Life Insurance Co. since 2024. Prior to her advisory roles, she gained experience in education and wellness, including positions at the City of Breese and Four Yoga and Wellness. Mass Mutual Investors Services is an SEC-registered investment adviser and broker-dealer serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, annual 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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Luke N

Series 65, Series 63

Aviston, IL

Mass Mutual Investors Services

Luke Niemeyer is a financial advisor with MassMutual Investors Services and holds Series 63 and Series 65 licenses. He has four years of industry experience, including previous roles at Knights of Columbus and Knights of Columbus Asset Advisors. He serves on the finance committee of All Saints Academy, providing advisory support on budgets and general finances. 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 financial planning, asset management, wrap and money-manager programs, and 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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