Houston, TX Post Oak Boulevard Office

Richard Kuriger III is a financial advisor with Mass Mutual Investors Services in Houston, TX, holding a Series 63 designation and over 57 years of industry experience. He has served in various roles since 1978, including president of RCK, Inc., and has been affiliated with Mass Mutual Life Insurance Company and MML Investors Services since 1996. Outside of his advisory work, he is a board member of the Rotary Club of Houston. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser and subsidiary of MassMutual that provides financial planning, asset management, and educational seminars to individuals, business owners, and charitable organizations. The firm structures planning engagements as ongoing relationships using firm-approved analytical tools and offers specialized planning services such as divorce and estate-settlement planning.

Ann Laufman is a CFP® with 28 years of industry experience, currently serving at Mass Mutual Investors Services since 2003. She also acts as an agent selling life and health insurance through Investors Mutual Agency, Inc., and serves as a director on the board of the Houston Family Business Association, where she has been involved since 2023. Mass Mutual Investors Services is a broker-dealer and SEC-registered adviser offering financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing planning relationships using firm-approved analytical tools and offers educational seminars and specialized programs such as divorce planning and estate-settlement services.

Daniel Diamond is a financial advisor with Mass Mutual Investors Services in Houston, TX, holding Series 63 and Series 66 registrations and 25 years of industry experience. He has worked at MassMutual Life Insurance Company and MML Investors Services since 2011, and previously at Osaic FA, Inc., Fisher Investments, and Fidelity. MassMutual 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 client recommendations focused on investment categories and strategies.

Jeremy Helmcamp is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Northwestern Mutual and has had diverse roles including a position at WoodsEdge Community Church. 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 structured, collaborative financial planning engagements utilizing firm-approved tools, with implementation of recommendations handled through separate arrangements.

Daniel Boehm is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds a Series 66 designation and has worked at MML Investors Services, LLC and Mass Mutual Life Insurance Company since 2022. His prior work includes roles at North Star Resource Group of Texas and Vector Marketing. 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 financial planning, asset management, and educational seminars, using firm-approved software for goal analysis and delivering written recommendations without investment discretion.

Miguel Gerardo Dacones is a financial advisor with Mass Mutual Investors Services and holds the Series 66 credential. He has been working in the financial services industry since 2026. Outside of finance, he has been involved with OCA Greater Houston since 2020. 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 financial planning, asset management, and educational seminars, using firm-approved analytical tools and structured planning engagements.

Phyllis Martin is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2004. In addition to her advisory role, she is also licensed as an insurance agent engaged in insurance sales. 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, using firm-approved software to deliver written recommendations through structured annual planning engagements.

Carl Scarbrough is a financial advisor with Mass Mutual Investors Services based in Houston, TX. He holds the CFP® and ChFC® designations, along with a Series 66 license, and has 21 years of industry experience. His prior work includes 13 years with Metropolitan Life Insurance and over a decade with MassMutual Life Insurance Company. 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 programs, using a collaborative planning process supported by firm-approved analytical tools.

Kelly Hejtmancik Jr. is a financial advisor at Mass Mutual Investors Services with 21 years of industry experience. He has held roles at Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2017, and previously worked at NYLIFE Securities Inc. and New York Life Insurance Company from 2002 to 2017. He is also involved as president of HV Strategic Wealth Management, LLC, a firm focused on financial planning and investment management services. 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 tools to analyze client goals and deliver written recommendations.

Jay Conner is a financial advisor with MassMutual Investors Services in Houston, TX, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has worked with MML Investor Service and MassMutual Life Insurance Company since 2003. Outside of advisory work, he is also active as an insurance agent. MassMutual 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.

Michael Cothern is a Series 66-registered financial advisor with Mass Mutual Investors Services in Houston, TX, with two years of industry experience. Prior to joining Mass Mutual, he worked at Discount Sports Rings USA Inc and held roles at Turner Industries and Buc-ee's LTD. 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 offers a range of planning programs and educational seminars, including recent additions in divorce, estate, and employer-sponsored planning.

Jalen Blackmon is a CFP® professional with three years of experience in financial advising. He is currently with Mass Mutual Investors Services and has prior experience at firms including Strategic Financial Group, Wealth Standard Financial, and Cetera Advisor Networks. 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, money-manager programs, and educational seminars, with planning engagements structured as annual, collaborative relationships utilizing firm-approved analytical tools.

Joseph Foxworth is a financial advisor with Mass Mutual Investors Services in Houston, TX, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has been with MassMutual Life Insurance Co and Mass Mutual Investors Services since 2013. Outside of his advisory role, he is involved in sales of individual and group life and health insurance. MassMutual 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, money-manager programs, and educational seminars.

Raymond Cui is a financial advisor with Mass Mutual Investors Services based in Houston, TX. He holds a Series 66 designation and has 10 years of industry experience, including roles at Invesco Advisers and Advanced Healthcare. Outside of financial advising, he serves on the board of ACE NextGen, an organization that supports Asian American and Pacific Islander leadership and entrepreneurship. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing 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 and delivers written recommendations without discretionary authority over client investments.

Forrest Magee is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms including Fidelity Brokerage Services, Morgan Stanley, and E*Trade Securities. 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, with an emphasis on collaborative, annual client engagements and event-driven planning services.