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Bruce B

Series 63, Series 65, Series 66

Scottsdale, AZ

Mass Mutual Investors Services

Bruce Bauer is a financial advisor with MassMutual Investors Services in Scottsdale, AZ, holding Series 63, Series 65, and Series 66 credentials and over 41 years of industry experience. His prior work includes long tenures at Cuna Mutual Group and Cuna Brokerage Services, followed by a brief period at LPL Financial before joining MassMutual. Outside of his advisory role, he is a partner at Earnest Consulting Group, which presents credit union-owned life insurance options as employee benefits, and he advises OM Financial Group LLC. MassMutual Investors Services, LLC 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, offering a range of programs including educational seminars and 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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Jeffrey D

CFP®, Series 63, Series 65

Scottsdale, AZ

Mass Mutual Investors Services

Jeffrey Dollarhide is a CFP® professional with over 30 years of experience at MassMutual Life Insurance Company and MML Investors Services. He is based in Scottsdale, Arizona, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in multiple business ventures, including ownership of firms focused on life settlements, insurance, 401(k) services, and technology startup investments. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses collaborative planning processes and firm-approved tools to deliver investment recommendations tailored to client goals.

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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Debra G

Series 63, Series 66

Scottsdale, AZ

Mass Mutual Investors Services

Debra Gibson is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 66 credentials. She has 27 years of industry experience, including previous roles at Advisor Group and Massachusetts Mutual Life Insurance Company. Outside of her advisory work, she serves on the board of directors for Diamond Dogz of AZ, a nonprofit organization focused on dog services. 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 emphasizes collaborative, annual financial planning relationships and offers specialized programs such as divorce planning and estate-settlement 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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William H

Series 63, Series 65

Scottsdale, AZ

Mass Mutual Investors Services

William Homer is a financial advisor with Mass Mutual Investors Services in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2007. Outside of his advisory role, Homer is involved in individual life and group health insurance as an agent, owns a property and casualty business, and is an owner of a logistics company focusing on freight deliveries. MassMutual Investors Services is an SEC-registered broker-dealer and investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides a range of planning programs including divorce and estate-settlement planning, utilizing firm-approved analytical tools while generally recommending investment strategies rather than making specific product selections.

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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Gregg K

ChFC®, Series 63, Series 66

Scottsdale, AZ

Mass Mutual Investors Services

Gregg Knudten is a financial advisor at Mass Mutual Investors Services with 39 years of industry experience. He holds the ChFC® designation and has worked previously at Thrivent Financial and Thrivent Investment Management. Outside of advisory work, he serves as a board member for Family 1, a funeral home policies business, and is involved in entrepreneurial roles connecting companies to healthcare cost-saving initiatives. 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, with a focus on collaborative, goal-based planning and a range of event-driven and employer-sponsored 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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