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Michael L

Series 63, Series 65

Charleston, SC

Mass Mutual Investors Services

Michael Leonard is a financial advisor with MassMutual Investors Services in Charleston, SC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes positions at MassMutual Life Insurance Company and MetLife Resources. He also works as a licensed insurance agent specializing in life, annuities, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, using firm-approved tools to deliver detailed, goal-based 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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Patrick K

Series 65, Series 63

Charleston, SC

Mass Mutual Investors Services

Patrick Kramer is a financial advisor with Mass Mutual Investors Services in Charleston, SC, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. He previously worked at Pruco Securities LLC and The Prudential Insurance Company of America before joining Mass Mutual and its affiliated firms in 2018. Outside of his advisory role, he is also licensed as an insurance agent, offering life, disability, long-term care, health insurance, and fixed annuities. 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 uses firm-approved software and structured planning processes to deliver written recommendations, allowing clients to decide on implementation separately.

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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Lynn M

Series 63, Series 65

Charleston, SC

Mass Mutual Investors Services

Lynn Mack is a financial advisor with Mass Mutual Investors Services in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining Mass Mutual Investors Services in 2017, Mack worked at MetLife Securities from 2014 to 2017 and has been affiliated with MassMutual Life Insurance since 2016. Outside of advisory roles, Mack is an insurance agent specializing in life, disability, long-term care, health, and fixed annuities, as well as a notary and owner of an LLC that manages administrative support and expenses. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides comprehensive financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers investment guidance through collaborative, annual planning relationships and a range of educational 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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Vanessa K

Series 63, Series 65

Charleston, SC

Mass Mutual Investors Services

Vanessa Koegler is a financial advisor at Mass Mutual Investors Services with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Primerica Advisors and Primerica Financial Services prior to her current roles. Koegler also engages in outside insurance sales, focusing on life, fixed annuities, disability, long-term care, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring engagements as annual collaborative relationships using firm-approved tools and offering a range of planning services including recent additions such as 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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Brian A

CFP®, Series 66

Charleston, SC

Mass Mutual Investors Services

Brian Anderson is a CFP® with 10 years of industry experience, currently affiliated with Mass Mutual Investors Services. He previously worked at Principal Life Insurance Company and Principal Securities Inc for seven years. Outside of his advisory role, he is also engaged in life, fixed annuities, disability, long-term care, and health insurance sales. 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 provides ongoing financial planning and offers asset management, wrap and money-manager programs, along with 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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Christopher W

Series 63, Series 65

Charleston, SC

Mass Mutual Investors Services

Christopher Williamson is a financial advisor with Mass Mutual Investors Services in Charleston, SC. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to his current role, he worked at Metlife Securities from 2011 to 2017. In addition to his advisory work, he is also an insurance agent specializing in individual and group life and health insurance, as well as fixed and variable annuities. MassMutual 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 seminars, using firm-approved tools to provide written recommendations through an annual, collaborative planning process.

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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