Savannah, GA Mercy Boulevard Office

Matthew Whelan Jr. is a financial advisor with Mass Mutual Investors Services, holding the CFP® and ChFC® designations and three years of industry experience. His work history includes roles at Northwestern Mutual and Spectrum Marketing, as well as positions connected to Georgia Southern University and other organizations. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, utilizing firm-approved tools to deliver written recommendations through annual, collaborative planning relationships.

Jason Rockwell is a financial advisor with Mass Mutual Investors Services in Savannah, GA. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior experience includes nearly a decade at Northwestern Mutual in both life insurance and investment management roles. 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 provides financial planning, asset management, and educational seminars, using firm-approved software to deliver collaborative, goal-oriented recommendations.

James Diemer Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 11 years with MetLife Resources. In addition to advisory work, he is involved in outside insurance sales, focusing on life, accident, health, Medicare-related products, and fixed annuities. MassMutual 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 a range of programs including wrap and money-manager options as well as educational seminars.

James Mullis is a financial advisor with Mass Mutual Investors Services in Savannah, GA, holding Series 63 and Series 66 licenses and one year of industry experience. Before joining Mass Mutual, he worked at Northwestern Mutual in various capacities for one year. Outside of finance, he has a background in education, having worked seven years at Baconton Community Charter School. 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, and educational seminars, emphasizing collaborative, goal-based planning without discretionary authority.

Justin Ozdany Newman is a financial advisor at Mass Mutual Investors Services with the Series 66 designation. He began his financial services career in 2023 and has held positions at firms including Raymond James Financial and Equitable Advisors prior to joining Mass Mutual Investors Services. 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 emphasizes collaborative, goal-oriented planning supported by firm-approved software tools and offers specialized services such as divorce planning and estate-settlement programs.