Lancaster, PA Foxshire Drive Office

Team
Updated today
Mass Mutual Investors Services logo

Mass Mutual Investors Services

Institution

Firm-wide stats for Mass Mutual Investors Services

Total advisors

5,092

Across 1,229 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

114 Foxshire Drive

Lancaster PA 17601

Advisors at this office

4

Advisors at this office

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Tara H

Series 65, Series 63

Lancaster, PA

Mass Mutual Investors Services

Tara Hauber is a financial advisor with Mass Mutual Investors Services in Lancaster, PA, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked with MassMutual Life Insurance Company since 2018 and with Mass Mutual Investors Services since 2017, following five years at Met Life/MSI. Hauber serves as a director at the Catholic Worker House of Lancaster, a nonprofit where she coordinates volunteers and events benefiting the homeless. 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 emphasizes annual collaborative financial planning engagements and offers a range of programs including money-manager services 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

Eric G

Series 63, Series 65

Lancaster, PA

Mass Mutual Investors Services

Eric Graupensperger is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 licenses and has 17 years of industry experience. He has worked at MML Investors Services since 2018 and previously held positions at Lombard Securities and IFS Securities. He is also licensed as a life and health insurance agent. MassMutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing financial planning, asset management, and educational seminars. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers event-driven planning services such as estate-settlement and divorce 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

Sheila S

Series 63, Series 65

Lancaster, PA

Mass Mutual Investors Services

Sheila Stotler is a financial advisor with MassMutual Investors Services in Lancaster, PA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She previously worked at Brinker Capital Securities, Inc. for 21 years before joining MassMutual in 2021. Outside of her advisory role, she serves as an executor of an estate and works as a structured settlement insurance agent. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, using firm-approved software tools to support collaborative, annual 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

Michael M

Series 63

Lancaster, PA

Mass Mutual Investors Services

Michael McDermott is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 42 years of industry experience, including long-term roles at Metropolitan Life Insurance Company and MetLife Securities Inc. Since 2017, he has also been active as a life insurance agent. 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 and offers asset management, wrap programs, and educational seminars, focusing on collaborative, goal-based planning.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
View complete list of advisors at this office
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