Our Management Team
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.
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Jason E. Heller CFP®, ChFC®, CIMA®, MSFS, RICP®, CMFC®, CLU®, AAMS®, CRPC®, CFS®, AWMA®, CRPS®, BCAA, CAP®, AEP®, CFBS, CAS®, AIF®
Investment Specialist, Director of Advanced Markets & Financial Planning
Phone: (954) 689-9409 -
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Jim Winstel CLU®, CLTC®
Managing Partner, Financial Advisor
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*Licensed but not practicing.
Agency officers are not officers of MassMutual.
