Through our relationship with MassMutual and MassMutual Great Lakes, a MassMutual firm, we have access to the following specialists and resources:
Pat Olearcek, JD*, CLU®, ChFC®
MassMutual Financial Advisors
Head of Advanced Sales
Kathryn Wakefield, JD*, CLU®
MassMutual Financial Advisors
Director, Advanced Sales
Areas of Specialty: buy-sell, key person, non-qualified deferred compensation
Brian Meunier
MassMutual Financial Advisors
Advanced Concept Design Group
Advanced Sales Consultant
Areas of Specialty: Premium Financing, BOLI and COLI
Tom Zumbruski, CLU®, ChFC®
MassMutual Financial Advisors
Advanced Concept Design Group Competition Consultant
Areas of Specialty: Advanced Product and Case Design
* Licensed but not practicing on behalf of Massachusetts Mutual Life Insurance Company.