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Ashleigh A

Series 63, Series 65

Lafayette, LA

Mass Mutual Investors Services

Ashleigh Angelle is a financial advisor with Mass Mutual Investors Services in Lafayette, LA, holding Series 63 and Series 65 credentials and possessing 14 years of industry experience. She previously worked at MetLife Securities Inc. from 2012 to 2017. Outside of advising, she is an independent insurance agent appointed with United Healthcare and co-owns a lawn care service business. 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 ongoing financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning 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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David F

Series 66

Lafayette, LA

Mass Mutual Investors Services

David Fontenot is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has 36 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with Metlife Securities Inc. for 28 years. Outside of his advisory role, he is involved in owning and racing horses through his entities David Fontenot Racing LLC and Vintage Racing. 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 provide collaborative, 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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Micah M

ChFC®, Series 63

Lafayette, LA

Mass Mutual Investors Services

Micah Moscovis is a ChFC® credentialed advisor with MassMutual Investors Services, bringing 21 years of industry experience. He has worked at MassMutual and its affiliated companies since 2017 and previously spent 13 years with MetLife Securities and Metropolitan Life Insurance Company. Outside of his advisory role, Moscovis owns a notary services business in Louisiana. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning, asset management, and educational programs. The firm’s approach centers on collaborative, ongoing financial planning engagements that utilize firm-approved technology and structured 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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James R

Series 66

Lafayette, LA

Mass Mutual Investors Services

James Ryan is a financial advisor at Mass Mutual Investors Services with nine years of industry experience. He holds a Series 66 designation and has been affiliated with MassMutual Life Insurance Company since 2016. He is the owner of Jack Ryan Financial Group LLC, a financial planning practice based in Lafayette, Louisiana. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm’s approach includes collaborative, annual planning engagements utilizing firm-approved analytical tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

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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Troy B

Series 63

Lafayette, LA

Mass Mutual Investors Services

Troy Bergeron is a financial advisor with Mass Mutual Investors Services in Lafayette, LA, holding a Series 63 designation and bringing 34 years of industry experience. His career includes 15 years with MetLife Securities and over nine years with Mass Mutual Investors Services. Outside of his financial work, he assists with home health care activities for his father. 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 programs with a collaborative, goal-oriented 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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