Seattle, WA University St Office

James Zervas is a financial advisor with Mass Mutual Investors Services in Seattle, WA. He holds the Series 66 designation and has five years of industry experience, including prior roles at Equitable Advisors and Mass Mutual Insurance Company. Outside of his advisory work, he is also engaged as an insurance broker specializing in life, fixed annuities, long-term care, and health insurance. 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, and educational seminars, using a collaborative approach that emphasizes client goals and generally recommends investment categories rather than specific products.

Christopher Mc Kinley is a CFP® professional with five years at MassMutual Life Insurance Co and Mass Mutual Investors Services, and four years of industry experience overall. His prior work includes roles at KeyBank and involvement in family businesses such as National Drycleaners and Helenas DryCleaners. He is also an independent insurance agent, focusing on life insurance, fixed annuities, disability, long-term care, and health products. 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 provides ongoing financial planning and asset management services using firm-approved software tools, with an emphasis on collaborative, goal-based planning.

Refael Tucker is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and previously worked at Amazon, DAS Consultants, and the University of Washington. In addition to his advisory role, he also works as an insurance broker focusing on life, disability, long-term care, fixed annuities, and health insurance. 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 offers clients structured, collaborative financial planning engagements supported by firm-approved analytical tools.

Judah Piano is a CFP®-designated financial advisor with 12 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. He previously worked at Metlife Securities from 2015 to 2017 and has been affiliated with MassMutual Life Insurance Co since 2016. Outside of his advisory role, he is an independent insurance agent specializing in life, disability, long-term care, fixed annuities, and health insurance. 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, and various organizations. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools, with optional implementation services conducted through separate brokerage or insurance arrangements.