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Todd T

Series 63, Series 65

Cedar Falls, IA

Mass Mutual Investors Services

Todd Thomas is a financial advisor with Mass Mutual Investors Services in Cedar Falls, IA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Guardian Life Insurance Co and Primerica Advisors for over two decades. Outside of his advisory role, Thomas serves as treasurer for a family foundation and is an assistant high school football coach. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational programs using a structured, client-collaborative approach.

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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Tony P

CFP®, Series 66

Cedar Falls, IA

Mass Mutual Investors Services

Tony Patterson is a financial advisor with Mass Mutual Investors Services and holds the CFP® and Series 66 designations. He has 12 years of industry experience, including prior roles at Primerica Advisors and Guardian Life Insurance Company. Outside of his advisory work, he is also active as an insurance broker specializing in life and disability insurance. Mass Mutual Investors Services 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, structuring engagements as collaborative, annual relationships focused 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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