Austin, TX Las Cimas Pkwy Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$111,930,528,956
ClientsTotal clients
448,837
AdvisorsAdvisors at this office
31
Of 5,061 advisors across 1,224 offices
Location
807 Las Cimas Pkwy, Bldg 2, Suite 275
Austin TX 78746
Advisors at this office
31
Advisors at this office
Gregory R
Series 66
Austin, TX
Mass Mutual Investors Services
Gregory Rychlik is a financial advisor at Mass Mutual Investors Services with 24 years of industry experience. He holds a Series 66 designation and has worked at Mass Mutual Investors Services since 2017, following a prior role at MetLife Securities. Outside of his advisory work, he serves as president of a local board, where he provides leadership and guidance on events and fundraisers. Mass Mutual Investors Services 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 utilizes detailed client information and firm-approved analytical tools to deliver written recommendations as part of annual financial planning engagements.
Travis C
Series 66
Austin, TX
Mass Mutual Investors Services
Travis Cloud is a financial advisor at Mass Mutual Investors Services with 16 years of industry experience. He holds a Series 66 license and has been with Mass Mutual Investors Services since 2017. He is also associated with Massachusetts Mutual Life Insurance Company and Metlife Securities Inc. In addition to advising, he is involved in outside insurance sales with Davidson Camp Insurance Services, where he receives commissions for referring group insurance business. 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 tools to provide written recommendations as part of ongoing client relationships.
Carlton O
Series 63, Series 65
Austin, TX
Mass Mutual Investors Services
Carlton Orange is a financial advisor with Mass Mutual Investors Services in Austin, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his current role, he worked at Northwestern Mutual and Texas Capital Bank. Outside of financial advising, he owns a media production company focused on photography and video editing and works part-time as a valet attendant. 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 ongoing financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and deliver written recommendations.
Anita H
CFP®, Series 63, Series 65
Austin, TX
Mass Mutual Investors Services
Anita Hawks is a CFP® professional with 34 years of industry experience, currently with Mass Mutual Investors Services since 2017. She previously worked at MetLife Securities Inc. for nine years and has held a role at MassMutual Life Insurance since 2016. In addition to her advisory work, she teaches CFP certification classes in Austin, TX. MassMutual Investors Services 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 employs collaborative, software-assisted planning methods and provides a range of investment and event-driven planning solutions.
Steven S
Series 63, Series 66
Austin, TX
Mass Mutual Investors Services
Steven Sorenson is a financial advisor with Mass Mutual Investors Services in Austin, TX. He holds Series 63 and Series 66 licenses and has 36 years of industry experience. Prior to joining Mass Mutual in 2025, he worked at RSI, Foreside Fund Services, LLC, and CBRE Clarion Securities. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides various planning programs and educational seminars with a focus on collaborative, annual financial planning engagements.
Frank S
Series 66
Austin, TX
Mass Mutual Investors Services
Frank Stogner is a financial advisor with Mass Mutual Investors Services in Austin, TX, holding a Series 66 license and 24 years of industry experience. He has been associated with MML Investors Services and Mass Mutual Life Insurance Company since 2002. Outside of advising, he operates a CPA and tax preparation business. MML 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 comprehensive financial planning, asset management, and educational programs with a focus on collaborative, goal-based planning.
Stefani P
Series 63, Series 66
Austin, TX
Mass Mutual Investors Services
Stefani Price is a financial advisor at Mass Mutual Investors Services with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Mass Mutual Investors Services since 2017, as well as MassMutual Life Insurance Company since 2016. Prior to that, she spent 19 years at Metlife Securities Inc. She is also the managing member of a family real estate holding company representing inherited land interests. 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.
Adam W
Series 66
Austin, TX
Mass Mutual Investors Services
Adam Warren is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has previously worked with Equitable Advisors, LLC. There are no notable outside activities listed. 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 provides collaborative annual financial planning engagements using firm-approved software and offers specialized planning programs including divorce planning and estate settlement.
Christian H
Series 66
Austin, TX
Mass Mutual Investors Services
Christian Harden is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and experience beginning in 2019. His prior roles include positions at NF Smith & Associates, L.P. and the University of Central Missouri. He is currently based in Austin, TX. 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, utilizing firm-approved software for goal analysis and delivering collaborative annual financial planning engagements.
Noah O
CFA®, Series 66
Austin, TX
Mass Mutual Investors Services
Noah Ozgo is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He currently works at Mass Mutual Investors Services and MassMutual Life Insurance Company, returning to the firm in 2025 after prior roles at Neuberger Berman and JPMorgan Securities LLC. Outside of his advisory role, he serves as the board treasurer for a scholarship charity and is a member of the investment committee for a nonprofit supporting the accounting profession. Mass Mutual Investors Services, LLC 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 offers collaborative, goal-based financial planning utilizing firm-approved analytical tools and delivers written recommendations, with implementation requiring separate arrangements.
Michael P
Series 63
Austin, TX
Mass Mutual Investors Services
Michael Priede is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding a Series 63 designation and 37 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. Outside of advising, he is an independent insurance agent and a partner at MPSW Enterprises LLC, which focuses on auto and home capital strategies, and serves as a trustee for his stepchildren’s trust. 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 tools and delivers recommendations without investment discretion.
Jens B
Series 63
Austin, TX
Mass Mutual Investors Services
Jens Busch Jr. is a financial advisor at Mass Mutual Investors Services with 38 years of industry experience. He holds a Series 63 designation and has worked previously at MetLife Securities Inc. and Metropolitan Life Insurance Company. Outside of his advisory role, he is involved in life and health insurance sales and owns SXSW6 Financial Planning, LLC. MassMutual Investors Services 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, structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.
Ridge D
Series 66
Austin, TX
Mass Mutual Investors Services
Ridge Dutkin is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC. Outside of his advisory role, Dutkin is the lead singer of the band HeartBound. 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, focusing on collaborative, goal-based strategies without discretionary investment management.
Sarah S
Series 66
Austin, TX
Mass Mutual Investors Services
Sarah Stackpole is a financial advisor with MassMutual Investors Services in Austin, TX, holding a Series 66 designation and five years of industry experience. She has worked at MML Investors Services, LLC since 2021 and has been with MassMutual Life Insurance Co since 2020. Prior to her current roles, she was involved with Sydell Hotels LLC and Kriya RevGEN LLC. MML 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 software to analyze client goals and deliver written recommendations.
Joshua P
Series 66
Austin, TX
Mass Mutual Investors Services
Joshua Pearson is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. Prior to joining the firm, he worked as an emergency services consultant for Chorsediving SCUBA Diving and held roles at Booz Allen Hamilton and the State of Texas Senate. 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 technology-driven analysis to deliver collaborative, written financial planning recommendations.
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