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.
- 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 PlanningPhone: (954) 689-9409 - Jim Winstel CLU®, CLTC
Managing Partner, Financial Advisor
**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.