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Richard K
Series 63
Houston, TX
Mass Mutual Investors Services
Richard Kuriger III is a financial advisor with Mass Mutual Investors Services in Houston, TX, holding a Series 63 designation and over 57 years of industry experience. He has served in various roles since 1978, including president of RCK, Inc., and has been affiliated with Mass Mutual Life Insurance Company and MML Investors Services since 1996. Outside of his advisory work, he is a board member of the Rotary Club of Houston. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser and subsidiary of MassMutual that provides financial planning, asset management, and educational seminars to individuals, business owners, and charitable organizations. The firm structures planning engagements as ongoing relationships using firm-approved analytical tools and offers specialized planning services such as divorce and estate-settlement planning.
Ann L
CFP®, Series 63, Series 65
Houston, TX
Mass Mutual Investors Services
Ann Laufman is a CFP® with 28 years of industry experience, currently serving at Mass Mutual Investors Services since 2003. She also acts as an agent selling life and health insurance through Investors Mutual Agency, Inc., and serves as a director on the board of the Houston Family Business Association, where she has been involved since 2023. Mass Mutual Investors Services is a broker-dealer and SEC-registered adviser offering financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing planning relationships using firm-approved analytical tools and offers educational seminars and specialized programs such as divorce planning and estate-settlement services.
Daniel D
Series 63, Series 66
Houston, TX
Mass Mutual Investors Services
Daniel Diamond is a financial advisor with Mass Mutual Investors Services in Houston, TX, holding Series 63 and Series 66 registrations and 25 years of industry experience. He has worked at MassMutual Life Insurance Company and MML Investors Services since 2011, and previously at Osaic FA, Inc., Fisher Investments, and Fidelity. 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 develop client recommendations focused on investment categories and strategies.
Jeremy H
Series 63, Series 65
Houston, TX
Mass Mutual Investors Services
Jeremy Helmcamp is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Northwestern Mutual and has had diverse roles including a position at WoodsEdge Community Church. 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 offers structured, collaborative financial planning engagements utilizing firm-approved tools, with implementation of recommendations handled through separate arrangements.
Daniel B
Series 66
Houston, TX
Mass Mutual Investors Services
Daniel Boehm is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds a Series 66 designation and has worked at MML Investors Services, LLC and Mass Mutual Life Insurance Company since 2022. His prior work includes roles at North Star Resource Group of Texas and Vector Marketing. 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 financial planning, asset management, and educational seminars, using firm-approved software for goal analysis and delivering written recommendations without investment discretion.
Miguel Gerardo D
Series 66
Houston, TX
Mass Mutual Investors Services
Miguel Gerardo Dacones is a financial advisor with Mass Mutual Investors Services and holds the Series 66 credential. He has been working in the financial services industry since 2026. Outside of finance, he has been involved with OCA Greater Houston since 2020. 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 financial planning, asset management, and educational seminars, using firm-approved analytical tools and structured planning engagements.
Phyllis M
Series 63, Series 65
Houston, TX
Mass Mutual Investors Services
Phyllis Martin is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2004. In addition to her advisory role, she is also licensed as an insurance agent engaged in 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 financial planning, asset management, and educational seminars, using firm-approved software to deliver written recommendations through structured annual planning engagements.
Carl S
CFP®, ChFC®, Series 66
Houston, TX
Mass Mutual Investors Services
Carl Scarbrough is a financial advisor with Mass Mutual Investors Services based in Houston, TX. He holds the CFP® and ChFC® designations, along with a Series 66 license, and has 21 years of industry experience. His prior work includes 13 years with Metropolitan Life Insurance and over a decade with MassMutual Life Insurance Company. MML 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 programs, using a collaborative planning process supported by firm-approved analytical tools.
Kelly H
Series 63, Series 66
Houston, TX
Mass Mutual Investors Services
Kelly Hejtmancik Jr. is a financial advisor at Mass Mutual Investors Services with 21 years of industry experience. He has held roles at Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2017, and previously worked at NYLIFE Securities Inc. and New York Life Insurance Company from 2002 to 2017. He is also involved as president of HV Strategic Wealth Management, LLC, a firm focused on financial planning and investment management services. 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, asset management, and educational seminars, using firm-approved tools to analyze client goals and deliver written recommendations.
Jay C
Series 63, Series 65
Houston, TX
Mass Mutual Investors Services
Jay Conner is a financial advisor with MassMutual Investors Services in Houston, TX, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has worked with MML Investor Service and MassMutual Life Insurance Company since 2003. Outside of advisory work, he is also active as an insurance agent. MassMutual 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, wrap and money-manager programs, and educational seminars.
Michael C
Series 66
Houston, TX
Mass Mutual Investors Services
Michael Cothern is a Series 66-registered financial advisor with Mass Mutual Investors Services in Houston, TX, with two years of industry experience. Prior to joining Mass Mutual, he worked at Discount Sports Rings USA Inc and held roles at Turner Industries and Buc-ee's LTD. 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 planning programs and educational seminars, including recent additions in divorce, estate, and employer-sponsored planning.
Jalen B
CFP®, Series 63, Series 65
Houston, TX
Mass Mutual Investors Services
Jalen Blackmon is a CFP® professional with three years of experience in financial advising. He is currently with Mass Mutual Investors Services and has prior experience at firms including Strategic Financial Group, Wealth Standard Financial, and Cetera Advisor Networks. 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, money-manager programs, and educational seminars, with planning engagements structured as annual, collaborative relationships utilizing firm-approved analytical tools.
Joseph F
Series 63, Series 65
Houston, TX
Mass Mutual Investors Services
Joseph Foxworth is a financial advisor with Mass Mutual Investors Services in Houston, TX, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has been with MassMutual Life Insurance Co and Mass Mutual Investors Services since 2013. Outside of his advisory role, he is involved in sales of individual and group life 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 financial planning, asset management, money-manager programs, and educational seminars.
Raymond C
Series 66
Houston, TX
Mass Mutual Investors Services
Raymond Cui is a financial advisor with Mass Mutual Investors Services based in Houston, TX. He holds a Series 66 designation and has 10 years of industry experience, including roles at Invesco Advisers and Advanced Healthcare. Outside of financial advising, he serves on the board of ACE NextGen, an organization that supports Asian American and Pacific Islander leadership and entrepreneurship. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual planning engagements using firm-approved software and delivers written recommendations without discretionary authority over client investments.
Forrest M
Series 63, Series 66
Houston, TX
Mass Mutual Investors Services
Forrest Magee is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms including Fidelity Brokerage Services, Morgan Stanley, and E*Trade Securities. 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 seminars, with an emphasis on collaborative, annual client engagements and event-driven planning services.
John W
ChFC®, Series 63
Houston, TX
Mass Mutual Investors Services
John Wilson is a financial advisor with Mass Mutual Investors Services in Houston, TX, holding a ChFC® designation and Series 63 license. He has 41 years of industry experience, all with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 1984. Outside of his advisory work, he is involved as a sole investor in oil and gas properties that produce income. 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 provides ongoing financial planning, asset management, and educational seminars using firm-approved analytical tools to support client goals.
Shane M
Series 66
Houston, TX
Mass Mutual Investors Services
Shane Minks is a financial advisor with MassMutual Investors Services in Houston, TX, holding a Series 66 designation and three years of industry experience. Prior to joining MassMutual in 2022, he worked in various Texas school districts from 2015 to 2022. Outside of his advisory role, Shane coaches private athletic lessons and serves as Vice President of Membership for NAIFA Houston. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved software.
Nichole K
Series 66
Houston, TX
Mass Mutual Investors Services
Nichole King is a financial advisor at Mass Mutual Investors Services with one year of industry experience. She holds a Series 66 designation and has previously worked at Pharaoh Financial, LPL Financial LLC, and Insurica Insurance Services, LLC. King also has a background in legal services, having worked over a decade at Kowert, Hood, Munyon, Rankin & Goetzel, PC. 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 offers collaborative, annual financial planning engagements utilizing firm-approved software and presents event-driven planning services including divorce and estate-settlement planning.
Bryan S
Series 63, Series 66
Houston, TX
Mass Mutual Investors Services
Bryan Smith is a financial advisor with Mass Mutual Investors Services in Houston, TX, holding Series 63 and Series 66 credentials and having 12 years of industry experience. He has worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co since 2016. Outside of his advisory role, Smith serves on the boards of Brazos Valley Guardianship Services as Board Secretary and Be An Angel as a Board Member. 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 offers collaborative annual financial planning engagements using firm-approved analytical tools and a range of investment and planning programs.
Brandon P
Series 66
Houston, TX
Mass Mutual Investors Services
Brandon Parrino is a financial advisor with Mass Mutual Investors Services based in Houston, TX. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he has held positions at MassMutual Life Insurance Company and was employed by the United Football League. 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 offers collaborative, annual financial planning engagements using firm-approved analytical tools and also features specialized planning programs such as divorce planning and estate-settlement services.
Joanne R
Series 63
Houston, TX
Mass Mutual Investors Services
Joanne Resh is a financial advisor with Mass Mutual Investors Services in Houston, TX, holding a Series 63 designation and bringing 26 years of industry experience. Her prior roles include positions at Metlife Securities Inc. and MassMutual Life Insurance Co. Outside of her advisory work, she is an owner of a rental property. 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, utilizing firm-approved software to deliver collaborative, goal-oriented recommendations.
Alyson G
Series 63, Series 65
Houston, TX
Mass Mutual Investors Services
Alyson Guest is a financial advisor with Mass Mutual Investors Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and has been affiliated with Metlife Securities since 2008. 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 ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software to develop written recommendations tailored to clients' goals.
Allan L
Series 63, Series 65
Houston, TX
Mass Mutual Investors Services
Allan Lebiga is a financial advisor at Mass Mutual Investors Services with 26 years of experience in the industry. He holds Series 63 and Series 65 credentials and has worked at Mass Mutual Investors Services since 2017 and Metlife Securities Co. from 2002 to 2017. Outside of his advisory role, he has experience as an owner of rental property in Pearland, TX. MassMutual Investors Services, a subsidiary of MassMutual, offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative planning approach using firm-approved tools and delivers written recommendations tailored to clients' goals.
Sam S
Series 66
Houston, TX
Mass Mutual Investors Services
Sam Stritchko is a financial advisor with MassMutual Investors Services holding a Series 66 designation and four years of industry experience. He has been with MassMutual-related firms since 2020 and previously worked at the University of Houston - Clear Lake. Outside of his advisory role, Stritchko is also a mortgage loan originator, assisting homebuyers with mortgage applications and lender comparisons. MassMutual 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, wrap and money-manager programs, and educational seminars, focusing on collaborative, goal-based planning without investment discretion.
Cesario C
CFP®, Series 63, Series 65
Houston, TX
Mass Mutual Investors Services
Cesario Cavazos is a financial advisor at Mass Mutual Investors Services with 16 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at NYLIFE Distributors LLC, Eagle Strategies LLC, and New York Life Insurance Company. 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 offers a structured, collaborative planning process using firm-approved tools and delivers recommendations without investment discretion, with implementation handled through separate brokerage or insurance arrangements.
Anna D
CFP®, Series 66
Houston, TX
Mass Mutual Investors Services
Anna Dashkevich is a financial advisor at MassMutual Investors Services with 23 years of industry experience. She holds the CFP® and Series 66 designations. Her career includes long-term tenures at MassMutual and Oak Harvest Investment Services. Outside of advising, she works as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach involves detailed client analysis and collaborative planning, offering event-driven services such as divorce and estate-settlement planning.
George J
ChFC®, Series 63
Houston, TX
Mass Mutual Investors Services
George Joseph is a ChFC® credentialed financial advisor with 23 years of industry experience. He has worked at MassMutual Investors Services since 2017 and MetLife Securities prior to that. In addition to his advisory role, he is involved in tax preparation and mortgage origination services. MassMutual 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, and charitable organizations. The firm offers a range of programs including educational seminars and event-driven planning such as divorce and estate settlement.
Mariana R
Series 63, Series 65
Houston, TX
Mass Mutual Investors Services
Mariana Ruiz Posada is a financial advisor with Mass Mutual Investors Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Mass Mutual Investors Services since 2008 and also works with MassMutual Life Insurance Company. In addition to her advisory role, Mariana is an insurance agent specializing in individual life, health, and group health insurance. MassMutual 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’s approach includes annual, collaborative financial planning engagements supported by firm-approved analytical tools, with an emphasis on recommending investment categories and strategies.
Chris A
Series 63
Houston, TX
Mass Mutual Investors Services
Chris Aitken is a financial advisor with Mass Mutual Investors Services in Houston, TX, holding a Series 63 license and 43 years of industry experience. He previously worked at Metlife Securities Inc. for 31 years before joining MassMutual Life Insurance Company and Mass Mutual Investors Services. He is also an independent insurance agent specializing in various insurance products, including disability, life, and Medicare-related products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and investment services to individuals, business owners, and organizations. The firm offers asset management, wrap programs, and educational seminars, structuring financial planning as annual collaborative engagements using firm-approved analytical tools.
Scotti S
Series 63, Series 65
Houston, TX
Mass Mutual Investors Services
Scotti Sulak is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with MML Investors Services Inc. and MassMutual since 2007. 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 provides financial planning, asset management, and educational seminars, with a focus on collaborative, annual planning engagements that utilize firm-approved analytical tools.
Karen B
Series 66
Houston, TX
Mass Mutual Investors Services
Karen Blanco is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has one year of industry experience and previously worked at Credit Recovery Group LLC for ten years. 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, charitable organizations, and employers. The firm offers collaborative annual planning engagements using advanced software tools and supports event-driven planning programs, including recent additions like Divorce Planning.
Roger S
Series 66
Houston, TX
Mass Mutual Investors Services
Roger Szczypien is a financial advisor with Mass Mutual Investors Services in Houston, TX, holding a Series 66 designation and bringing 18 years of industry experience. He previously worked at Wells Fargo Clearing from 2012 to 2021 before joining Mass Mutual Life Insurance Company and Mass Mutual Investors Services in 2021. 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, wrap and money-manager programs, and educational seminars, with planning engagements typically structured as annual, collaborative relationships using firm-approved software to analyze client goals.
Albin G
CFP®, ChFC®, Series 63, Series 66
Houston, TX
Mass Mutual Investors Services
Albin Guillot III is a financial advisor with Mass Mutual Investors Services in Houston, TX, holding the CFP® and ChFC® designations and possessing 24 years of industry experience. He previously worked at METLIFE Securities Inc for 15 years before joining MassMutual Life Insurance Company and later Mass Mutual Investors Services. Outside of his advisory role, he is a freelance writer focused on raising awareness of fallen U.S. armed service members and serves as a digital ticketing ambassador for NFL games. 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, and charitable organizations, using a collaborative, software-driven approach to deliver written recommendations without discretionary authority.
Matthew R
Series 66
Houston, TX
Mass Mutual Investors Services
Matthew Resh is a financial advisor with Mass Mutual Investors Services in Houston, TX, holding a Series 66 designation and seven years of industry experience. His career includes roles at MML Investors Services LLC, MassMutual Life Insurance Company, and self-employment. He is also licensed as an agent for property, casualty, health, group life, and group health insurance. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved tools and a collaborative planning approach.
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