Dallas, TX Dallas Parkway Office

Hallye Perkins is a financial advisor with Mass Mutual Investors Services in Dallas, TX, holding a Series 66 credential and 17 years of industry experience. She has been with MML Investors Services Inc and Mass Mutual Financial Group since 2008. Outside of her advisory role, she is also licensed as an insurance agent specializing in life and health insurance and serves as president of an LLC used for administrative purposes. 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 emphasizes structured, annual planning relationships using firm-approved analytical tools and offers a range of programs including wrap accounts, money-manager programs, and educational seminars.

Lisa Rapfogel Ostroff is a financial advisor with MassMutual Investors Services in Dallas, TX, holding a Series 63 designation and 31 years of industry experience. She has been with MassMutual and its affiliates since 1996. Outside of her advisory role, she serves as an instructor for the Certificate in Financial Planning program at Southern Methodist University and also works as an insurance broker specializing in life and health insurance. MassMutual Investors Services, LLC operates as a subsidiary of MassMutual and offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved tools and provides specialized planning services including divorce, estate settlement, and employer-sponsored programs.

Robin Skillingberg is a financial advisor with Mass Mutual Investors Services in Dallas, TX, holding a Series 66 designation and 20 years of industry experience. Prior to joining Mass Mutual in 2020, he worked at USAA in various financial planning and advisory roles from 2011 to 2020 and at USAA Investment Management Company from 2018 to 2020. 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 ongoing financial planning, asset management, and educational seminars, using firm-approved software and collaborative, annual planning engagements without investment discretion.

Jordan Earles is a financial advisor with Mass Mutual Investors Services in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He previously worked at Northwestern Mutual in various roles from 2014 to 2021. Outside of financial services, he is also a professional musician, performing as a guitarist and singer since 2007. 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, wrap and money-manager programs, and educational seminars, emphasizing collaborative, goal-based planning without discretionary investment authority.

Omar Khan is a financial professional with two years of industry experience, currently affiliated with Mass Mutual Investors Services. He holds a Series 66 designation and previously worked at Ford Motor Company for five years. Outside of his advisory role, he is involved in insurance sales focusing on life, disability, long-term care, fixed annuities, and health insurance. 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. The firm provides collaborative, goal-based planning using software tools and educates clients through seminars, with various specialized planning programs available.

Charles Gholami is a financial advisor at Mass Mutual Investors Services with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at HUB Investment Partners, Full Sail Capital, and Tom Johnson Investment Management. 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 develop written recommendations without discretionary investment authority.

Christian Estrada is a financial advisor with Mass Mutual Investors Services based in Dallas, TX. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Estrada has previously worked at Park Avenue Securities and leads his own firm, Estrada & Associates, which specializes in health insurance sales. He also works as an insurance agent focusing on life, fixed annuities, and long-term care products. 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, and charitable organizations. The firm offers collaborative, annual financial planning engagements supported by analytical tools and educational seminars.

Anna Sundvold is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 credentials and three years of industry experience. She has worked at MassMutual Life Insurance Co and 49 Wealth Management, among other firms. Outside of finance, Sundvold is a professional dancer with the Dallas Cowboys Cheerleaders and a dance instructor at Eminence Dance Complex. MassMutual Investors Services operates as 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 using firm-approved analytical tools, with a focus on collaborative, goal-oriented planning engagements.

Curtis Klieger is a financial advisor with Mass Mutual Investors Services in Dallas, TX, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with Mass Mutual Investors Services since 2013 and has additional business interests including ownership of Stonewater Financial Group LLC and serving as treasurer for The Arc of DFW, an organization supporting people with intellectual and developmental disabilities. Mass Mutual Investors Services 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 relationships using firm-approved tools and also delivers event-driven planning services such as estate settlement and divorce planning.

Christopher Hayes is a financial advisor with Mass Mutual Investors Services in Dallas, TX, holding Series 63 and Series 65 licenses and possessing four years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2019 to 2023 and has concurrent experience in insurance sales. Outside of advising, he engages in insurance sales, providing life, disability, and health insurance products. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, structuring client engagements as annual planning relationships focused on goal analysis and strategy recommendations.

Ashton Larza is a financial advisor with Mass Mutual Investors Services in Dallas, TX, holding the Series 66 designation and one year of industry experience. Prior to joining Mass Mutual Investors Services in 2025, he held roles at LPL Enterprise and The Prudential Insurance Company of America. His background also includes a range of positions outside finance, including work at Jimmy Johns and retail employment during his time as a student. Mass Mutual Investors Services, LLC 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 programs, using firm-approved software and tools to develop tailored recommendations.

Evan Mayse is a financial advisor with Mass Mutual Investors Services in Dallas, TX, holding a Series 66 designation and 14 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2014. In addition to his advisory role, Mayse is licensed as an agent for individual and group life and health insurance. 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 offers educational seminars and a range of investment programs, including recently introduced event-driven planning services.

Justin Miller is a financial advisor with Mass Mutual Investors Services in Dallas, TX, holding Series 63 and Series 65 credentials with 12 years of industry experience. He has been with Mass Mutual Investors Services since 2014 and has a background in life insurance sales dating back to 2012. 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, and charitable organizations. The firm offers a range of programs including wrap and money-manager services, along with educational seminars.

James Ingrahm is a financial advisor with Mass Mutual Investors Services in Dallas, TX, holding Series 63 and Series 65 licenses and having seven years of industry experience. His prior roles include positions at Northwestern Mutual and US Bank. Outside of his advisory work, he is also an insurance broker specializing in life, disability, and fixed annuities. Mass Mutual Investors Services provides financial planning and investment advisory services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, goal-based planning using firm-approved analytical tools and offers a range of asset management and educational programs.

Shey Stegall is a financial advisor at MassMutual Investors Services in Dallas, TX, with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including MML Investors Services, MassMutual, and MWA Financial Services. Outside of her advisory role, she serves on the board of a nonprofit organization, Trauma Support Services, and leads a MassMutual general agency as president of BluecrestFA, LLC. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and investment management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual financial planning engagements supported by proprietary software and educational seminars.