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Kenneth D

Series 63, Series 66

Birmingham, AL

Mass Mutual Investors Services

Kenneth Dean Jr. is a financial advisor with Mass Mutual Investors Services in Birmingham, AL, holding Series 63 and Series 66 credentials and having 11 years of industry experience. His prior roles include positions at Savior Wealth and Securian Financial Services Inc. He serves as a board member of the nonprofit organization King's Home. 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, and charitable organizations. The firm offers client-centered planning using firm-approved software and hosts educational seminars, with specialized programs in areas such as divorce and estate settlement 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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George N

Series 63

Birmingham, AL

Mass Mutual Investors Services

George Nolen is a financial advisor with Mass Mutual Investors Services in Birmingham, AL, holding a Series 63 designation and bringing 50 years of industry experience. He has been with MassMutual Life Insurance Company and Mass Mutual Investors Services since 1996. Outside of his advisory role, he is involved in sales as an agent for life, health, group life, group health, and group disability insurance, and he also provides financial advisory services related to life settlements. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals—including high-net-worth clients—business owners, trusts, estates, charitable organizations, and employers. The firm delivers ongoing financial planning, asset management, and educational seminars through collaborative, annual client relationships.

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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Caitlin G

Series 66

Birmingham, AL

Mass Mutual Investors Services

Caitlin Gossett is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has two years of industry experience and has previously worked at Merrill and RFG Advisory, LLC. 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, and charitable organizations. The firm offers a range of planning programs, educational seminars, and investment solutions but does not provide discretionary investment management as part of its financial planning 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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Jackson R

Series 63, Series 65

Birmingham, AL

Mass Mutual Investors Services

Jackson Reynolds is a financial advisor with Mass Mutual Investors Services in Birmingham, Alabama. He holds Series 63 and Series 65 designations and has been in the industry since 2023. Prior to this, he was a full-time college athlete for five years. Mass Mutual Investors Services 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 structures financial planning as annual collaborative engagements using firm-approved tools and generally recommends investment categories and strategies 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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Josh V

Series 65, Series 63

Birmingham, AL

Mass Mutual Investors Services

Josh Vanfleteren is a financial advisor with Mass Mutual Investors Services in Birmingham, AL, holding Series 63 and Series 65 licenses and nine years of industry experience. He previously worked at Guardian Life and Strauss Wealth Advising, among other firms. In addition to his advisory role, he is also licensed as an insurance broker focusing on life and disability insurance. 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, and charitable organizations. The firm emphasizes collaborative, goal-oriented planning using proprietary software and offers specialized programs including divorce planning and employer-sponsored 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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Kindle R

Series 66, Series 63

Birmingham, AL

Mass Mutual Investors Services

Kindle Rudolph is a financial advisor with Mass Mutual Investors Services in Birmingham, AL, holding Series 66 and Series 63 credentials and four years of industry experience. His prior work includes roles at MassMutual Life Insurance Company, Baker Donelson, and Jefferson State Community College. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative planning using firm-approved software and provides specialized services such as divorce planning and employer-sponsored programs.

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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Ron O

Series 63, Series 65

Birmingham, AL

Mass Mutual Investors Services

Ron Opolka Jr. is a financial advisor with Mass Mutual Investors Services in Birmingham, AL, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked with Mass Mutual Investors Services since 1997 and with MassMutual Life Insurance Company since 1996. Outside of his advisory role, he assists individuals and businesses in securing various insurance benefits through multiple carriers. 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, goal-based planning using firm-approved analytical tools and offers specialized event-driven planning 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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Brian H

Series 63, Series 65

Birmingham, AL

Mass Mutual Investors Services

Brian Held is a financial advisor with MassMutual Investors Services in Birmingham, AL, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2004. Outside of his advisory role, he is involved in real estate investment and assists with a family real estate business, in addition to working as an insurance broker specializing in life and disability insurance. MassMutual Investors Services, LLC operates as 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 educational seminars using firm-approved tools and structured, collaborative planning engagements.

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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David L

ChFC®, Series 63

Birmingham, AL

Mass Mutual Investors Services

David Lyon is a financial advisor with Mass Mutual Investors Services in Birmingham, AL, holding the ChFC® designation and Series 63 license. He has 38 years of industry experience, all with Mass Mutual and its affiliated companies. Lyon serves as a board member of To Preach the Gospel, Inc., an organization that distributes funds to support spiritual causes. 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 collaborative, annual planning engagements using firm-approved software to analyze goals and deliver 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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