We believe that our business is really all about the quality of personal relationships - with clients and colleagues. We encourage creativity and provide a supportive environment where all individuals can pursue their respective dreams and thrive in their careers.
Roy Perez Senior Vice President Jason E. Heller CFP®, ChFC®, CIMA®, MSFS, RICP®, CMFC®, CLU®, AAMS®, CRPC®, CFS, AWMA®, CRPS®, BCAA, CAP®, AEP, CFBS, CAS, AIF®, CDFA Investment Specialist, Director of Advanced Markets & Financial Planning Rees Bridges Marketing Specialist Jason S. Falick Senior Vice President Jim Winstel CLU®, CLTC Managing Partner, Financial Advisor Mitch Seiden Director of Operations Jessica Goncalves Director of Finance Michele Friedlander Disability Income and Long Term Care Specialist Scott Rosen LUTCF® Brokerage Director Sherri Hoffenberg Marketing Director Melissa Aguilar Director of Recruiting Patricia Martinez CLTC, MBA Agency Supervisory Officer Richard I. Karchefsky Senior Vice President Cecilia Gutierrez Vice President Maureen Ryan JD** Agency Supervisory Officer
**Not practicing on behalf of Massachusetts Mutual Life Insurance Company (MassMutual) or its affiliated companies.
*Licensed but not practicing.
Agency officers are not officers of MassMutual.