Burlington, VT Bank St Office

Ami Howes is a financial advisor with MassMutual Investors Services in Burlington, VT, holding a Series 66 designation and 25 years of industry experience. She has been with MML Investors Services LLC and MassMutual Life Insurance Co since 2011. Outside of her advisory role, she is the CEO of Advisor Mastery International, LLC, where she coaches financial professionals on practice management. 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 software and event-driven planning programs such as divorce and estate settlement planning.

Anastasia Surmava is a financial advisor with Mass Mutual Investors Services in Burlington, VT, holding a Series 66 credential and five years of industry experience. She has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2021. Outside of her advisory work, she is co-founder and U.S. principal of Advanz Pay, a financial technology company focused on earned wage access solutions for HR companies in government and healthcare sectors. 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, emphasizing collaborative, annual client relationships and event-driven planning services.

Shane Norris is a financial advisor with Mass Mutual Investors Services in Burlington, VT, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at WB Mason Company for seven years. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative, software-driven approach to financial planning and offers specialized services including divorce planning and event-driven planning programs.

Shawn Zwick is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has worked previously at Akron Cotton Products Inc. and Servpro of Burlington/Middlebury. Mass Mutual Investors Services operates as 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, focusing on collaborative, goal-oriented planning engagements.

Colin Pomer is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has five years of industry experience. He has worked at MML Investors Services since 2021 and has prior experience with MassMutual Life Insurance Company and National Life Group. Outside of financial advising, he is a co-owner of a CrossFit gym and serves as treasurer for a youth mental health organization. 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 offers a range of programs and educational seminars with a collaborative, goal-oriented planning process.

Brittany Le Clair is a financial advisor at MassMutual Investors Services with a Series 66 credential and two years of industry experience. Her prior work includes roles at Barnyard, Next Generation VT, and Frog & Toad Child Care & Learning Center LLC. She is also the owner of LeClair Financial LLC, an entity used for advisory compensation. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved software and offers a range of planning services including estate and employer-sponsored plans.

Andrew Howrigan is a financial advisor with Mass Mutual Investors Services in Burlington, VT, holding Series 63 and Series 66 designations and five years of industry experience. Prior to his current role, he worked at Securities America/MENT Financial Group and The Vermont Agency. Outside of financial advising, he is the founder of an apparel brand called Ballin Merch and provides solar consulting services to clients. 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 offers collaborative, annual planning engagements using firm-approved software and also provides educational seminars and specialized planning programs.

Scott Maynard is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and experience in the insurance industry dating back to 2017. Prior to joining Mass Mutual in 2026, he worked at Raymond Insurance Inc and was involved with Uncommon Grounds. 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 uses firm-approved software to analyze client goals and offers planning services that typically focus on investment strategies without discretionary authority.

Nicholas Roop is a financial advisor with Mass Mutual Investors Services in Burlington, VT, holding Series 63 and Series 65 credentials and seven years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2018 and previously worked at Keurig Dr. Pepper from 2015 to 2019. MassMutual 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 uses detailed financial analysis tools and offers event-driven planning services including estate settlement and employer-sponsored plans.