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Through our relationship with MassMutual and MassMutual Great Lakes, a MassMutual firm, we have access to the following specialists and resources:

Pat Olearcek headshot


POlearcek@MassMutual.com


Voice Only: 413.744.6752

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Pat Olearcek, JD*, CLU®, ChFC®

MassMutual Financial Advisors
Head of Advanced Sales

Kathryn Wakefield headshot


Kwakefield42@massmutual.com


Voice Only: 413.744.6754

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Kathryn Wakefield, JD*, CLU®

MassMutual Financial Advisors
Director, Advanced Sales
Areas of Specialty: buy-sell, key person, non-qualified deferred compensation

Brian Meunier headshot


bmeunier@massmutual.com


Voice Only: 413.744.7252

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Brian Meunier

MassMutual Financial Advisors
Advanced Concept Design Group
Advanced Sales Consultant
Areas of Specialty: Premium Financing, BOLI and COLI

Tom Zumbruski headshot


TZumbruski@massmutual.com


Voice Only: 413.744.7852

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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.