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Christopher K
CFA®, Series 63
Mercer Island, WA
Mass Mutual Investors Services
Christopher Kyle is a CFA® charterholder with 11 years of industry experience. He currently works at MassMutual Investors Services and MassMutual Life Insurance Co, where he has been employed since 2023. Prior to that, he spent several years at Russell Investments. MassMutual 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 collaborative, annual financial planning engagements using firm-approved analytical tools and presents event-driven planning services in specific areas such as divorce and estate settlement.
Colin H
Series 66
Mercer Island, WA
Mass Mutual Investors Services
Colin Huber is a financial advisor with MassMutual Investors Services who holds a Series 66 credential and has four years of industry experience. He previously worked at The Smith Richards Group and has been associated with MassMutual Life Insurance Company since 2020. 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, and educational seminars, using firm-approved tools to analyze client goals and deliver written recommendations.
Lu S
Series 66
Mercer Island, WA
Mass Mutual Investors Services
Lu Song is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley. Outside of his advisory role, he owns and manages residential rental properties through his real estate businesses. 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 collaborative, goal-oriented planning engagements using firm-approved tools and also conducts educational seminars.
Josiah M
Series 63, Series 66
Mercer Island, WA
Mass Mutual Investors Services
Josiah Martin is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Morgan Stanley and Charles Schwab. He operates his advisory business through a passthrough LLC used exclusively for that purpose. 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 software and collaborative annual planning engagements.
Leann P
Series 66
Mercer Island, WA
Mass Mutual Investors Services
Leann Price is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and six years of industry experience. She has been associated with Mass Mutual Investors Services and MassMutual Life Insurance since 2019 and has worked with The Smith Richards Group/MassMutual since 2016. Prior to her current roles, she was employed at Seattle Jobs Initiative for one year. MassMutual 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 employs firm-approved analytical tools and offers event-driven planning services, including estate settlement and employer-sponsored planning.
James R
Series 63, Series 65
Mercer Island, WA
Mass Mutual Investors Services
James Richards is a financial advisor with Mass Mutual Investors Services in Mercer Island, WA, holding Series 63 and Series 65 licenses. He has 33 years of industry experience and has been with Mass Mutual and its affiliated firms since 1992. Outside of his advisory role, he manages a family farm LLC and serves as an insurance agent specializing in health and group life insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, charitable organizations, and employers. The firm offers collaborative annual financial planning engagements supported by firm-approved analysis tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.
Travis M
Series 65, Series 66
Mercer Island, WA
Mass Mutual Investors Services
Travis Mann is a financial advisor with MassMutual Investors Services in Mercer Island, WA, holding Series 65 and Series 66 licenses and with 19 years of industry experience. He has been affiliated with MassMutual Life Insurance Company since 2006. Outside of his advisory role, he is the owner of an LLC established for legal and tax purposes. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars.
Hayley H
ChFC®, Series 66
Mercer Island, WA
Mass Mutual Investors Services
Hayley Hill is a ChFC® and Series 66 designated advisor with Mass Mutual Investors Services, where she has worked for 11 years. She also has experience with Smith Richards Group under Mass Mutual starting in 2013. She is a member of SRG1998, LLC, a shared workspace collective for representatives. 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 programs, using firm-approved tools to deliver written recommendations without investment discretion as part of the planning engagement.
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