Denver, CO S Colorado Blvd, Tower Ii Office

Team
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Mass Mutual Investors Services

Institution

Firm-wide stats for Mass Mutual Investors Services

Total advisors

5,113

Across 1,227 offices

Clients per advisor

88 Typical

Avg AUM per client

$249,379 Low

HNW client ratio

0% Very Low

About

MML Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser that operates as a subsidiary of MassMutual. It provides ongoing financial planning to individuals (including high‑net‑worth clients), business owners, trusts, estates, charitable organizations, and employers, and also offers asset management, wrap and money‑manager programs and educational seminars.

Financial planning engagements are structured as annual, collaborative relationships in which advisers collect detailed client information, use firm‑approved software (including Monte Carlo simulations and automated asset‑allocation tools) to analyze goals, and deliver written recommendations; advisers generally recommend investment categories and strategies rather than making specific product selections and do not have investment discretion as part of the planning engagement. Implementation of recommendations is optional and requires separate brokerage or insurance arrangements, and advisers may receive additional compensation in their capacities as registered representatives or insurance agents when clients choose to implement recommendations.

Noteworthy features in the brochure include the recent addition of a standalone Divorce Planning offering (announced March 2026) and explicit descriptions of estate‑settlement and employer‑sponsored planning programs, which present event‑driven planning services in a defined way. The firm also discloses an extensive history of regulatory and enforcement actions (including SEC and state orders and associated remediation) and details about affiliated‑product distribution and sales‑support compensation arrangements that can create potential conflicts of interest for clients to consider.

Based on Mass Mutual Investors Services

Expertise

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting

Based on Mass Mutual Investors Services

Occupation focus

Founder/Business Owner Attorney Executive

Based on Mass Mutual Investors Services

Demographic focus

Married/Couples/Partners Divorced

Based on Mass Mutual Investors Services

Location

2000 S Colorado Blvd, Tower Ii, Suite 800

Denver CO 80222

Advisors at this office

25

Advisors at this office

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Laura O

Series 63, Series 66

Denver, CO

Mass Mutual Investors Services

Laura Olmedo is a financial advisor with Mass Mutual Investors Services in Denver, Colorado. She holds Series 63 and Series 66 licenses and has 28 years of industry experience. Her prior experience includes roles at Five Peaks Capital Group, Eagle Strategies, and New York Life Insurance Company. 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 and asset management services, using firm-approved tools to provide goal-based recommendations through ongoing collaborative relationships.

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

Haley G

Series 66

Denver, CO

Mass Mutual Investors Services

Haley Gray is a financial advisor with Mass Mutual Investors Services in Denver, CO, holding a Series 66 designation and five years of industry experience. She has been with MML Investors Services since 2021 and has also worked at MassMutual Life Insurance Company and HomeAdvisor. 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, wrap and money-manager programs, 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

Gregory T

Series 63, Series 65

Denver, CO

Mass Mutual Investors Services

Gregory Thomas is a financial advisor with Mass Mutual Investors Services in Denver, CO, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at MassMutual Life Insurance Company and Mass Mutual Investors Services since 2005. Outside of his advisory role, he is the CEO of GT Financial Group, Inc., where he occasionally engages in sales of life insurance products. 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 financial planning, asset management, and educational seminars, focusing on collaborative annual planning relationships and event-driven services such as divorce and estate-settlement 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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Dustin V

Series 63, Series 65

Denver, CO

Mass Mutual Investors Services

Dustin Voag is a financial advisor with Mass Mutual Investors Services in Denver, CO, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2004. Outside of his advisory work, he is involved in insurance sales. MassMutual 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 tools such as Monte Carlo simulations and automated asset allocation to inform collaborative, annual financial 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
user avatar

Howard S

CFP®, Series 66

Denver, CO

Mass Mutual Investors Services

Howard Schuster is a CFP® professional with 23 years of experience in financial services. He has been with MML Investors Services, Inc. and MassMutual since 2005. In addition to his advisory role, Schuster is involved in outside insurance sales. 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, wrap and money-manager programs, 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
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Johnathan N

Series 66

Denver, CO

Mass Mutual Investors Services

Johnathan Newcomb is a financial advisor with Mass Mutual Investors Services in Denver, CO. He holds a Series 66 designation and has one year of industry experience. Prior to entering financial services, he worked for VIO Med Spa and Clear Creek Endodontics. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves 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 develop written recommendations typically focused 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
user avatar

Gary G

CFP®, Series 66

Denver, CO

Mass Mutual Investors Services

Gary Gibson is a financial advisor with MassMutual Investors Services in Denver, CO, holding CFP® and Series 66 credentials with 11 years of industry experience. He has been with Massachusetts Mutual Life Insurance Co and MML Investors Services LLC since 2014. Outside of advisory work, he owns oil and gas mineral rights. 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 offers financial planning, asset management, and educational seminars using firm-approved analytical tools, focusing on collaborative, goal-oriented 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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Martha L

Series 66

Denver, CO

Mass Mutual Investors Services

Martha Lewis is a financial advisor with Mass Mutual Investors Services in Denver, CO. She holds a Series 66 designation and has experience working at Charles Schwab and Wells Fargo & Co prior to joining Mass Mutual. 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, with planning engagements structured as annual collaborative relationships 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
user avatar

Mollie L

Series 66

Denver, CO

Mass Mutual Investors Services

Mollie Lehman is a financial advisor at Mass Mutual Investors Services with six years of industry experience. She holds a Series 66 designation and has worked with MML Investors Services since 2019, and Mass Mutual Life Insurance Company since 2018. Outside of her advisory role, she is the sole member of Strategic Wealth Coaching Group LLC, a pass-through business for tax purposes. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing 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 analytical tools and does not have discretionary authority in financial 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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Melissa L

Series 63, Series 65

Denver, CO

Mass Mutual Investors Services

Melissa Lang is a financial advisor with MassMutual Investors Services in Denver, CO, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked with MassMutual Financial Group and MML Investors Services since 2005. Outside of her advisory work, she owns a consulting service focused on special needs planning, assisting parents in developing lifetime budgets for their children. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning engagements using approved analytical tools and offers specialized planning programs including estate settlement and employer-sponsored services.

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

Michael C

Series 63, Series 65

Denver, CO

Mass Mutual Investors Services

Michael Clark is a financial advisor at Mass Mutual Investors Services with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MassMutual Life Insurance Company since 2016 and MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, he serves as a consultant under a business referral agreement assisting with connections between business owners and brokers in succession planning. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers structured, collaborative planning engagements and event-driven services such as divorce and estate settlement planning.

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

Victoria A

Series 63, Series 66

Denver, CO

Mass Mutual Investors Services

Victoria Avedesian is a financial advisor with Mass Mutual Investors Services in Denver, Colorado, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2016. Outside of advising, she serves as a board member for FINSECA, a nonprofit supporting women in finance, and owns Click Training LLC, which develops training programs. 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, and charitable organizations. The firm uses detailed client information and proprietary software to create collaborative, annual financial 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
user avatar

Ben S

Series 63

Denver, CO

Mass Mutual Investors Services

Ben Sarsozo is a financial advisor with Mass Mutual Investors Services in Denver, Colorado, holding a Series 63 designation and over 35 years of industry experience. Prior to joining Mass Mutual Investors Services in 2017, he spent 30 years at Integrated Investment Group, where he serves as president and CEO. Outside of his advisory role, he is a co-owner of an Amway health and fitness products business with his wife and refers clients for wills, trusts, Medicare insurance, and business plan services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, 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 tailored to clients’ goals.

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

Alexander B

CFP®, Series 63, Series 65

Denver, CO

Mass Mutual Investors Services

Alexander Balboni is a CFP® with eight years of experience, currently affiliated with MassMutual Investors Services. He has held various roles within MassMutual and its subsidiaries since 2018. Outside of his financial advisory work, he has experience working as a doorman and bar monitor at a local tavern in Denver. MassMutual 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 structured, collaborative planning engagements using analytical tools and offers specialized planning programs, including divorce and estate-settlement services.

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

John V

Series 63, Series 65

Denver, CO

Mass Mutual Investors Services

John Van De Bogart is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and 16 years of industry experience. He previously worked with Northwestern Mutual in various roles from 2009 to 2019 before joining Mass Mutual in 2019. Mass Mutual Investors Services is an SEC-registered investment adviser and broker-dealer that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software for goal analysis and offers a range of planning programs including divorce and estate-settlement 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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