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Ashlynn H

Series 65, Series 63

Seattle, WA

Mass Mutual Investors Services

Ashlynn Helm is a financial advisor with Mass Mutual Investors Services in Seattle, WA, holding Series 63 and Series 65 designations and two years of industry experience. Prior to her current role, she worked at MassMutual Life Insurance Company and has experience in retail and service industries including Platos Closet and AMC Movie Theaters. 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 uses firm-approved software and collaborative planning to deliver written recommendations, focusing 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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Brian B

Series 63, Series 65

Seattle, WA

Mass Mutual Investors Services

Brian Biggs is a financial advisor with Mass Mutual Investors Services in Seattle, WA, holding Series 63 and 65 designations and possessing 25 years of industry experience. He previously worked at United/Mutual of Omaha Investor Services Inc. for 21 years before joining MassMutual Life Insurance Co. and Mass Mutual Investors Services. In addition to his advisory role, he holds an outside insurance sales position focusing on life, disability, property and casualty, long-term care, fixed annuities, and health insurance. 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 programs utilizing collaborative, goal-oriented 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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Jamison R

Series 66

Seattle, WA

Mass Mutual Investors Services

Jamison Russ is a financial advisor with MassMutual Investors Services in Seattle, WA, holding a Series 66 designation and over 20 years of industry experience. He has been with MassMutual Financial Group and MML Investors Services since 2005. Outside of his advisory role, Russ serves as President of the Seattle Hebrew Academy and as Treasurer of Advance Autism, a nonprofit supporting families affected by autism. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management to individuals, business owners, trusts, and charitable organizations through collaborative, 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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James S

Series 63, Series 65

Seattle, WA

Mass Mutual Investors Services

James Sypher is a financial advisor with Mass Mutual Investors Services in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with MML Investors Services, LLC and MassMutual Life Insurance Co since 2004. MML Investors Services, LLC 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 seminars. The firm’s planning engagements are structured as collaborative annual relationships that incorporate firm-approved analytical tools and focus on recommending investment categories and strategies rather than specific products.

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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Stephen H

Series 66

Seattle, WA

Mass Mutual Investors Services

Stephen Hirjak is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. He previously worked for the City of Seattle for over 30 years and has been involved with MassMutual Life Insurance Company since 2024. Outside of his financial advisory role, he owns Western Experts LLC, through which he provides public safety consulting and serves as an expert witness in policing-related court cases. 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 firm-approved technology to deliver collaborative and goal-driven 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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Zachary D

Series 66

Seattle, WA

Mass Mutual Investors Services

Zachary Daniel is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and no prior industry experience. His background includes roles at MassMutual Life Insurance Company, Goldman Sachs & Co. LLC, Morgan Stanley, and Uber Technologies. Mass Mutual 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 collaborative, annual financial planning engagements using firm-approved software and emphasizes event-driven planning programs such as divorce, 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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Daniel R

Series 63, Series 65

Seattle, WA

Mass Mutual Investors Services

Daniel Rosales is a financial advisor with Mass Mutual Investors Services in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at Northwestern Mutual in various capacities over 12 years before joining Mass Mutual in 2020. Outside of his advisory role, he also works as an insurance broker specializing in life, disability, long-term care, and variable annuities. 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, structuring advisory relationships with an emphasis on collaborative, annual financial planning and a range of 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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Craig A

Series 65, Series 63

Seattle, WA

Mass Mutual Investors Services

Craig Armstrong is a financial advisor with Mass Mutual Investors Services in Seattle, WA, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2014. Outside of his advisory role, Armstrong is also licensed as a 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 provides financial planning, asset management, and educational seminars, utilizing firm-approved software to deliver written recommendations through annual, collaborative 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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Daqian N

Series 66

Seattle, WA

Mass Mutual Investors Services

Daqian Ning is a financial advisor at Mass Mutual Investors Services with Series 66 credentials and one year of industry experience. Prior to joining the firm, Ning held roles at Equitable Advisors, the University of Washington, and Chipotle among other positions. 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 programs using firm-approved tools to develop client 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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Gus Z

ChFC®, Series 63, Series 65

Seattle, WA

Mass Mutual Investors Services

Gus Zefkeles is a financial advisor at Mass Mutual Investors Services in Seattle, WA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, having worked at MML Investors Services, Inc. since 1984. 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, employing a collaborative, goal-based approach 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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Christopher D

Series 63, Series 65, Series 66

Seattle, WA

Mass Mutual Investors Services

Christopher Delaney is a financial advisor with MassMutual Investors Services in Seattle, WA, holding Series 63, Series 65, and Series 66 credentials. He has 17 years of industry experience, serving at MML Investors Services Inc and MassMutual Life Insurance Company since 2009. Outside of his advisory role, he owns a residential rental property business. 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 uses collaborative, software-driven planning methods and offers various programs, including educational seminars and specialized 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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Jennifer T

ChFC®, Series 63, Series 65

Seattle, WA

Mass Mutual Investors Services

Jennifer Thomsen is a financial advisor with Mass Mutual Investors Services in Seattle, WA, holding a ChFC® designation along with Series 63 and Series 65 licenses. She has 26 years of industry experience, having worked at Mass Mutual and its affiliated firms since 1999. Outside of her advisory role, she is involved in individual life and health insurance sales and has ownership interests in real estate through PMJJ, LLC and Stellar Properties LLC. Mass Mutual 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 structures its financial planning as annual, collaborative engagements, utilizing firm-approved analytical tools and providing written 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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Edwin E

Series 63, Series 65

Seattle, WA

Mass Mutual Investors Services

Edwin Erickson is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been with MML Investors Services Inc and MassMutual Life Insurance Company since 2010. Outside of his advisory role, he is involved in individual and group life and health insurance sales. Mass Mutual 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 emphasizes collaborative, goal-based planning using advanced analytical tools and offers specialized programs including divorce planning and estate settlement.

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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Matthew M

Series 63, Series 65

Seattle, WA

Mass Mutual Investors Services

Matthew Mc Millan is a financial advisor with Mass Mutual Investors Services in Seattle, WA. He holds the Series 63 and Series 65 designations and has two years of industry experience. His prior work includes roles at Young Financial Group, MassMutual Life Insurance Co, and Mobilize Physical Therapy. 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, structuring financial planning as annual, collaborative 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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Christopher S

Series 63, Series 65

Seattle, WA

Mass Mutual Investors Services

Christopher Shinn is a financial advisor with Mass Mutual Investors Services in Seattle, WA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company since 1998. Outside of his advisory role, Shinn is also an insurance agent focusing on 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 ongoing financial planning, asset management, and educational seminars, with a planning process that uses firm-approved software tools and generally recommends investment categories rather than specific products.

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 S

Series 63, Series 65

Seattle, WA

Mass Mutual Investors Services

Peter Sechler is a financial advisor at Mass Mutual Investors Services with 34 years of industry experience. He has been with MML Investors Services, Inc. since 1996 and also maintains a role in insurance sales as an insurance broker focusing on life and health insurance. 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, structuring engagements as ongoing collaborative relationships that emphasize tailored 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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Charles H

Series 66

Seattle, WA

Mass Mutual Investors Services

Charles Hall is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and previously worked in roles at Domino's, Central Washington University, and Seattle Christian Schools. Mass Mutual Investors Services, a subsidiary of MassMutual, provides ongoing 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 software to analyze client goals and deliver written 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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