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Ajit P

Series 63, Series 65

Lisle, IL

Mass Mutual Investors Services

Ajit Pant is a financial advisor with Mass Mutual Investors Services in Lisle, Illinois, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 19 years at Metlife Securities Inc. Outside of his advisory role, Pant is the founder and board member of the American Association of Engineers of Indian Origin, a nonprofit organization focused on educational, technological, and scientific interaction and networking opportunities. 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, structuring engagements as collaborative, annual relationships emphasizing goal analysis and broad investment strategy 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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Louis C

ChFC®, Series 63

Lisle, IL

Mass Mutual Investors Services

Louis Cassara is a ChFC® with 42 years of industry experience, currently serving at Mass Mutual Investors Services since 2014. He is also chairman and CEO of The Cassara Clinic, a professional development and executive coaching firm focused on coaching and teaching representatives and entrepreneurs. Additionally, he is involved in individual and group life insurance sales through The Financial Resource Network. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, and various organizations, employing firm-approved analytical tools to deliver tailored 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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Daniel K

Series 63, Series 66

Lisle, IL

Mass Mutual Investors Services

Daniel Krout is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 66 licenses and has 26 years of industry experience. His career includes roles at Mass Mutual Investors Services since 2017, Massachusetts Mutual Life Insurance Company since 2016, and MetLife Securities Inc. from 2008 to 2017. Outside of his advisory work, he is also an insurance agent engaged in outside insurance sales covering individual and group life, health, Medicare supplement, and property/casualty insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser operating as a subsidiary of MassMutual. The firm provides ongoing financial planning and asset management services to individuals, including high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers.

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 J

Series 63, Series 66

Lisle, IL

Mass Mutual Investors Services

James Jasper is a financial advisor with Mass Mutual Investors Services in Lisle, Illinois, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has worked with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2013. In addition to his advisory role, he is licensed as a life and health insurance agent. 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, and educational programs, using firm-approved software and collaborative annual planning processes to provide investment 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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Michael D

Series 66

Lisle, IL

Mass Mutual Investors Services

Michael Dusek is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and no prior industry experience. His background includes roles outside of finance, such as working at the United Center, Prairie Landing Golf Club, and Muscle Beach Nutrition. 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 with an emphasis 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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Thomas B

Series 63, Series 65

Lisle, IL

Mass Mutual Investors Services

Thomas Bongiorno is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at MassMutual Investors Services since 2017 and previously spent two years with Metlife Securities. Outside of his advisory work, he is a drummer in a local 80's cover band that performs at special events. MassMutual Investors Services provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved tools and supports a range of investment 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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Mohamad N

Series 63, Series 65

Lisle, IL

Mass Mutual Investors Services

Mohamad Nasir is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Allied Asset Advisors, Guidance Investments, and related firms. Nasir is also a member of the Illinois State Employees Retirement System, attending meetings on retirement benefits. 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, using collaborative, software-assisted planning processes that focus on investment categories and 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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Mark T

CFP®, Series 66

Lisle, IL

Mass Mutual Investors Services

Mark Tsoulos is a financial advisor with Mass Mutual Investors Services in Lisle, IL. He holds CFP® and Series 66 credentials and has 10 years of industry experience. Prior to joining Mass Mutual Investors Services in 2017, he worked at MetLife Securities Inc. from 2015 to 2017 and has been associated with MassMutual Life Insurance Company since 2016. Outside of his advisory role, he was involved with Soccer Shots, a youth soccer program, from 2012 to 2017. 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 provides ongoing financial planning, asset management, and educational seminars using firm-approved analytical tools, with planning engagements structured as annual, collaborative 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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Taher A

Series 66

Lisle, IL

Mass Mutual Investors Services

Taher Assaf is a financial advisor at Mass Mutual Investors Services in Lisle, IL, holding a Series 66 designation and two years of industry experience. His work history includes roles at MassMutual Life Insurance Co, First Merchants Corp, and Breeze. 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, providing clients with written recommendations based on detailed analyses and firm-approved 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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Michael M

Series 63, Series 65

Lisle, IL

Mass Mutual Investors Services

Michael Miller is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Resources from 2006 to 2017. Mass Mutual 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 provides collaborative, annual financial planning engagements using firm-approved analytical tools and offers various programs including money-manager and 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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Patrick S

Series 63

Lisle, IL

Mass Mutual Investors Services

Patrick Sullivan is a financial advisor with Mass Mutual Investors Services in Lisle, IL, holding a Series 63 designation and over 43 years of industry experience. He has worked with Mass Mutual Investors Services since 1984 and has been associated with MassMutual Life Insurance Company since 1973. Outside of his advisory role, he is also active as a broker in health insurance through S.P. Services, Inc. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, emphasizing collaborative, goal-based planning supported by 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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Louis S

Series 66, Series 63

Lisle, IL

Mass Mutual Investors Services

Louis Sanfilippo is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 credentials and 16 years of industry experience. He previously worked at The Financial Resource Network from 2012 to 2018 before joining MassMutual in 2018. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to analyze client goals and delivers written recommendations through collaborative annual 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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Dinesh S

Series 63, Series 66

Lisle, IL

Mass Mutual Investors Services

Dinesh Saxena is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and 35 years of industry experience. His career includes over a decade at New York Life and Eagle Strategies before joining MassMutual. Outside of advising, he conducts insurance sales focused on life insurance renewal commissions. 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, emphasizing collaborative, goal-oriented planning without discretionary investment management.

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 T

Series 63, Series 65

Lisle, IL

Mass Mutual Investors Services

George Teng is a financial advisor with Mass Mutual Investors Services in Lisle, Illinois, holding Series 63 and Series 65 credentials and possessing 35 years of industry experience. He previously worked at Metlife Securities Inc. for 27 years before joining Mass Mutual Investors Services in 2017. Teng is also an insurance agent affiliated with MetLife Trails. 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, focusing on collaborative annual planning engagements that utilize 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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Adam B

Series 63, Series 65

Lisle, IL

Mass Mutual Investors Services

Adam Bukowski is a financial advisor with MassMutual Investors Services in Lisle, Illinois, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with MassMutual Investors Services and MassMutual Life Insurance since 2014. Outside of his advisory role, he serves as Treasurer for the DuPage Senior Citizens Council, a nonprofit organization. MassMutual Investors Services, LLC is 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 using 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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Peter L

Series 63, Series 65

Lisle, IL

Mass Mutual Investors Services

Peter Lotridge is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His career includes roles at MassMutual Life Insurance Company since 2016 and METLIFE SECURITIES Inc from 2010 to 2017. 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, with a focus on collaborative, annual planning engagements 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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Jeffrey B

Series 66, Series 63

Lisle, IL

Mass Mutual Investors Services

Jeffrey Burgess is a financial advisor with Mass Mutual Investors Services in Lisle, Illinois, holding Series 66 and Series 63 credentials and 10 years of industry experience. He has been with MML Investors Services, LLC and Mass Mutual Life Insurance Company since 2016. Outside of his advisory role, he serves as a board member on the Associate Board of Ambassadors supporting the American Cancer Society, where he helps run the annual "Chip Away at Cancer" golf outing, and leads a local networking group for business owners and entrepreneurs. 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, structuring planning engagements as annual, collaborative relationships that emphasize strategy recommendations without investment discretion.

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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Michael M

Series 63, Series 65

Lisle, IL

Mass Mutual Investors Services

Michael Maxstadt is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at METLIFE Securities Inc for 17 years before joining MassMutual Life Insurance Company and Mass Mutual Investors Services. Outside of his advisory role, he manages a family farm as the managing member of MWT Estate, LLC. 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 using detailed client data and 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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Joseph N

Series 63, Series 65

Lisle, IL

Mass Mutual Investors Services

Joseph Nicholson is a financial advisor at Mass Mutual Investors Services with 38 years of industry experience. He has held roles at Metlife Securities and Massmutual Life Insurance Co before joining his current firm. His credentials include Series 63 and Series 65 licenses. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software and a collaborative, annual 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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Wei Y

Series 63, Series 65

Lisle, IL

Mass Mutual Investors Services

Wei Yang is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. Prior to joining MassMutual in 2019, Wei worked for New York Life Insurance Company and its broker-dealer, NYLife Securities LLC, for 18 years. Outside of advising, Wei serves as chairwoman of the board for the non-profit community organization ANCA and volunteers on the external advisory board for the Northeastern Illinois University Alumni Association. MassMutual Investors Services, LLC 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 ongoing planning engagements using firm-approved analytical tools and offers specialized programs including estate settlement 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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Gregory M

CFP®, ChFC®, Series 63

Lisle, IL

Mass Mutual Investors Services

Gregory Mcroberts is a CFP® and ChFC® with 33 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co. since 2005. He is also involved with Westpoint Associates and the Wpfg Foundation. MassMutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including money-manager options and 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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Connor S

Series 66

Lisle, IL

Mass Mutual Investors Services

Connor Steadman is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and has previously worked in the hospitality sector at several restaurants before beginning his career in financial services. 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 tools to analyze client 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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Denis K

ChFC®, Series 63, Series 65

Lisle, IL

Mass Mutual Investors Services

Denis Kelly is a financial advisor with MassMutual Investors Services in Lisle, Illinois, holding a ChFC® designation and the Series 63 and 65 licenses. He has 22 years of industry experience, including prior roles at Metlife Securities and MassMutual Life Insurance Company. Outside of advising, he is involved in real estate transactions related to his own properties. 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 provides financial planning, asset management, and educational seminars, utilizing collaborative, goal-focused planning 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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Jerry D

ChFC®, Series 63, Series 65

Lisle, IL

Mass Mutual Investors Services

Jerry Dipert is a financial advisor with Mass Mutual Investors Services in Lisle, Illinois. He holds the ChFC® designation and securities licenses Series 63 and Series 65, and has 39 years of industry experience. His prior work includes roles at METLIFE Securities Inc and Massachusetts Mutual Life Insurance Company. In addition to his advisory role, he works as a licensed insurance agent. 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 provides financial planning, asset management, and educational seminars, using firm-approved software and a goal-focused planning process without discretionary investment 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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Brian S

Series 66

Lisle, IL

Mass Mutual Investors Services

Brian Serio is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual for nine years. 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 provides financial planning, asset management, and educational seminars using firm-approved analytical tools and offers specialized planning services including 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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Eric S

Series 66

Lisle, IL

Mass Mutual Investors Services

Eric Swanson is a financial advisor at Mass Mutual Investors Services with the Series 66 designation and over seven years of experience in the insurance and financial services industry. His prior roles include positions at USLI and Allstate, as well as experience at White Deer Run Golf Club. 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, providing structured, collaborative planning engagements without investment discretion.

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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Michael L

Series 63, Series 65

Lisle, IL

Mass Mutual Investors Services

Michael Lacey is a financial advisor with Mass Mutual Investors Services in Lisle, IL, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Signature Resources Capital Management, Guardian Life Insurance Company, and Park Avenue Securities. 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, and educational seminars, using firm-approved tools and structured annual 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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Sean W

Series 63, Series 65

Lisle, IL

Mass Mutual Investors Services

Sean Warner is a financial advisor with MassMutual Investors Services in Lisle, Illinois. He holds the Series 63 and Series 65 designations and has 15 years of industry experience, including prior roles at MetLife Securities Inc. Warner also works as a sales agent focusing on property and casualty insurance through Comprehensive Financial Concepts LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software and collaborative planning processes to develop tailored 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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Hussam Z

CFP®, Series 65, Series 63

Lisle, IL

Mass Mutual Investors Services

Hussam Zayyad is a financial advisor with Mass Mutual Investors Services, holding CFP®, Series 65, and Series 63 credentials and 19 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously with Metlife Securities, Inc. from 2012 to 2017. Outside of his advisory role, he is also a mortgage broker and an independent insurance agent specializing in dental, disability income, fixed annuities, life, accident, health, Medicare-related products, and property and casualty insurance. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers structured, annual financial planning engagements and a range of programs including investment management and 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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Dennis G

ChFC®, Series 63, Series 66

Lisle, IL

Mass Mutual Investors Services

Dennis Gorski is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 and 66 licenses. He has 35 years of industry experience, including roles at Thrivent Financial, American United Life, and Wela Financial, where he is currently owner and president. Gorski is also the founder and executive director of Dynamis Ministries, focused on Christian generosity planning. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements using firm-approved software tools, with options for clients to implement 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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Shane G

Series 63, Series 66

Lisle, IL

Mass Mutual Investors Services

Shane Gornik is a financial advisor at Mass Mutual Investors Services with 22 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Metlife Securities and MassMutual Life Insurance. In addition to his advisory work, he operates an outside insurance sales business focusing on life, disability, long-term care, fixed annuities, and health 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, charitable organizations, and employers. The firm offers collaborative, goal-oriented financial planning and a range of investment and 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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