Allentown, PA Tilghman Street Office

Team
Updated today

Client AUM

$111,930,528,956

Clients

448,837

Advisors

18

Of 5,064 advisors across 1,222 offices

Location

4905 Tilghman Street, Suite 200

Allentown PA 18104

Advisors at this office

18

Advisors at this office

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Rachael H

Series 66

Allentown, PA

Mass Mutual Investors Services

Rachael Hagginbothom is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and two years of industry experience. Prior to joining Mass Mutual Investors Services in 2023, she worked at MassMutual Life Insurance Company and has experience in education and hospitality sectors. 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, and charitable organizations using firm-approved analytical tools within ongoing annual planning 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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Tyler A

Series 66

Allentown, PA

Mass Mutual Investors Services

Tyler Anderson is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. He has recently entered the industry and has worked in various roles including hospitality and education prior to joining the financial services sector. Outside of his advisory role, he has experience managing operations at local businesses such as Thirsy Turtle Tavern and Keystone Pub & Grill. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers comprehensive planning engagements supported by technology and educational seminars, serving a broad range of client needs.

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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Dianne M

Series 63

Allentown, PA

Mass Mutual Investors Services

Dianne Machinist is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. She has 40 years of industry experience, including over nine years with Mass Mutual Investors Services and ten years with Massachusetts Mutual Life Insurance Company. Outside of her advisory role, she is also a licensed agent for individual life, health, group life, and group 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 provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative planning approaches.

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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Kristi A

Series 63, Series 65

Allentown, PA

Mass Mutual Investors Services

Kristi Acree is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her professional background includes roles at Mass Mutual, Northwestern Mutual, and Mutual of Omaha. She serves as a board member for Finseca, a trade organization focused on the financial services industry. 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, 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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Carmen L

Series 63

Allentown, PA

Mass Mutual Investors Services

Carmen Locascio is a financial advisor with Mass Mutual Investors Services, holding a Series 63 license and having 32 years of industry experience. He previously worked at Metlife Securities Inc. for 23 years before joining Mass Mutual Investors Services in 2017. Locascio also maintains a role as an insurance agent specializing in life and health insurance. 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 and asset management services using firm-approved tools and offers event-driven planning programs along with 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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Courtney B

Series 66

Allentown, PA

Mass Mutual Investors Services

Courtney Boslough is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. She has been associated with MassMutual Life Insurance Company and MML Investors Services, LLC since 2017 and has also worked with the Philadelphia Eagles from 2014 to 2025. 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 provide written recommendations in 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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Mark L

Series 63

Allentown, PA

Mass Mutual Investors Services

Mark Lasko is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and 34 years of industry experience. His career includes roles at MetLife Securities Inc. and Metropolitan Life Insurance Company since 1991, as well as Massachusetts Mutual Life Insurance Company since 2016. Outside of advising, he is involved in individual life, property/casualty, health, and group insurance sales. MassMutual Investors Services is a subsidiary of MassMutual that provides financial planning and investment services to individuals, business owners, trusts, estates, and nonprofit organizations. The firm employs collaborative, annual planning engagements using firm-approved analytical tools and offers various asset management 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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Andrew J

Series 66, Series 63

Allentown, PA

Mass Mutual Investors Services

Andrew Johnson is a financial advisor with Mass Mutual Investors Services holding Series 66 and Series 63 credentials and six years of industry experience. His prior roles include positions at Edward Jones and The Vanguard Group. 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 offers financial planning, asset management, and educational seminars, employing firm-approved software and collaborative annual planning 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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Charlene F

Series 63, Series 65

Allentown, PA

Mass Mutual Investors Services

Charlene Flick is a financial advisor with Mass Mutual Investors Services in Allentown, PA, holding Series 63 and Series 65 credentials and nine years of industry experience. She has been with Mass Mutual Investors Services since 2017 and is also affiliated with MSI Financial Securities and Massachusetts Mutual Life Insurance Company. 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, employing a structured, collaborative planning process that uses 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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Zackary G

Series 66

Allentown, PA

Mass Mutual Investors Services

Zackary Gillen is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. He has been in the industry since 2026 and has experience working at MassMutual Life Insurance Company and MML Investors Services, LLC. Prior to his advisory role, he held various positions including roles in education and commercial real estate. 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 ongoing financial planning and asset management services using firm-approved tools to analyze client goals and delivers written recommendations in 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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Gabriel M

Series 66

Allentown, PA

Mass Mutual Investors Services

Gabriel Micca is a Series 66-licensed financial advisor with Mass Mutual Investors Services in Allentown, PA, where he has worked since 2017. He has nine years of industry experience, including prior work at MSI Financial Services Inc and Massachusetts Mutual Life Insurance Company. Before entering financial services, he was employed at Chrome Lounge and attended Penn State University. 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 collaborative, annual planning engagements using firm-approved software, with a 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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Timothy J

Series 63, Series 65

Allentown, PA

Mass Mutual Investors Services

Timothy Jones is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes positions at Royal Alliance Associates, Inc., Signator Investors, Inc., Mutual of Omaha, and Jones Financial. He is also affiliated with MassMutual Life Insurance Company. 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 offers financial planning, asset management, and educational seminars, utilizing firm-approved tools to deliver tailored recommendations 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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Christopher B

Series 63, Series 66

Allentown, PA

Mass Mutual Investors Services

Christopher Barr is a financial advisor with Mass Mutual Investors Services in Allentown, PA, holding Series 63 and Series 66 credentials and possessing 20 years of industry experience. His previous roles include positions at Lockwood Advisors, Inc. and Pershing LLC. He is also involved in individual life, health, and group insurance sales. Mass Mutual 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, and charitable organizations. The firm emphasizes collaborative annual financial planning engagements using firm-approved analytical tools and provides 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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Rachel W

Series 63, Series 65

Allentown, PA

Mass Mutual Investors Services

Rachel Walter is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 34 years of industry experience. Her prior work includes 26 years at Metlife Securities Inc. She is also licensed as an agent for individual and group life and health insurance products. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset 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
user avatar

Nathan S

Series 63, Series 66

Allentown, PA

Mass Mutual Investors Services

Nathan Shive is a financial advisor with MassMutual Investors Services in Allentown, PA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at MetLife Securities, Inc. and Metropolitan Life Insurance Company from 2006 to 2017. In addition to his advisory work, he is involved in life and health insurance sales. 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, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools and provides 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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