Broker Check

Our Team

Executive Management

Sales Management

Warren Ellis

Warren Ellis

SVP* Advisor Development - Albuquerque

Jason Odette, CFP®

Jason Odette, CFP®

SVP* Advisor Development - San Antonio

William Olsen

William Olsen

SVP* Advisor Development - Austin

Bobak Khodaie

Bobak Khodaie

Managing Associate - Albuquerque

Frank Marra

Frank Marra

SVP* Advisor Development - Austin

Stephen San Roman

Stephen San Roman

Financial Services Representative

Compliance Team

Training Team

Ai Cai

Ai Cai

Financial Services Representative

Benjamin Walton

Benjamin Walton

Investment Adviser Representative

Bobak Khodaie

Bobak Khodaie

Managing Associate - Albuquerque

Brad Dickson

Brad Dickson

Investment Adviser Representative

Brad Stepp

Brad Stepp

Investment Adviser Representative

Brandon Zientek

Brandon Zientek

Financial Services Representative

Brent Gordon, CFP®

Brent Gordon, CFP®

Investment Adviser Representative

Brooks Robinson

Brooks Robinson

Financial Services Representative

Casey Fox

Casey Fox

Financial Planning Director

Chris McNeil, MD

Chris McNeil, MD

Financial Services Representative

Clay Howell

Clay Howell

Financial Services Representative

Daniel Urbina

Financial Services Representative

Debbie Holt

Debbie Holt

Client Services Representative

Dulce Ramirez

Dulce Ramirez

Agency Assistant - San Antonio

Dustin Soflin

Investment Adviser Representative

Eileen  Martin

Eileen Martin

Financial Services Representative

Evan McMordie

Financial Services Representative

Frank Marra

Frank Marra

SVP* Advisor Development - Austin

Gary Underbrink

Gary Underbrink

Investment Advisor Representative

Gina Mejia

Financial Services Representative

Jack McCarthy

Jack McCarthy

Investment Advisor Representative

Jason Odette, CFP®

Jason Odette, CFP®

SVP* Advisor Development - San Antonio

Jason Parker, CRPS®, CRPC®

Jason Parker, CRPS®, CRPC®

Investment Advisor Representative

Jay Hines

Registered Representative

Jay  Wischkaemper

Jay Wischkaemper

Financial Services Representative

JC Chambers, CLU®

JC Chambers, CLU®

Financial Services Representative

Jim Ross

Jim Ross

Strategic Planning Director

Jonathan Pettry

Jonathan Pettry

Financial Services Representative

Judy Van Gilder

Judy Van Gilder

Investment Advisor Representative

Judy Guyer

Judy Guyer

Retirement Services Director

Justin Dockrey

Justin Dockrey

Insurance & Investment Services Director

Keith Padilla

Keith Padilla

Investment Specialist - Albuquerque

Keith Kennedy

Financial Services Representative

Kristin Gilley

Client Services Representative

Laura Boehm

Financial Services Professional

Logan Lippert

Logan Lippert

Financial Services Representative

Lori Vasbinder

Lori Vasbinder

Site Coordinator - San Antonio

Mayra Martinez

Mayra Martinez

Financial Services Representative

Michael Priede

Michael Priede

President & CEO*

Michael Gonzalez

Michael Gonzalez

Financial Services Representative

Michael  Harkin

Michael Harkin

Investment Advisor Representative

Michelle Maxson

Michelle Maxson

Licensing Coordinator & Receptionist - Lubbock

Monica Henry

Monica Henry

Client Services Representative

Nanette Green

Nanette Green

Client Services Representative

Omar Hernandez

Financial Services Representative

Paul Mayhew

Paul Mayhew

Financial Services Representative

Robert Rodgers

Robert Rodgers

Financial Services Representative

Robert  Roisum

Robert Roisum

Investment Advisor Representative

Ruben Lomas

Financial Services Representative

Ryan Kirk

Ryan Kirk

Financial Services Representative

Sandy King

Sandy King

Client Services Representative

Sarah Poirier

Sarah Poirier

Agency Assistant - Austin

Sean Briscombe

Sean Briscombe

Financial Services Professional

Shay  Williams

Shay Williams

Investment Advisor Representative

Stefani Price

Stefani Price

Financial Services Representative

Stephen San Roman

Stephen San Roman

Financial Services Representative

Steve Ramirez

Steve Ramirez

Financial Services Representative

Todd Soll

Financial Services Professional

Travis Cloud, LUTCF

Travis Cloud, LUTCF

Advanced Markets Consultant

Tucker Clark

Firm Talent Acquisition Director

Van Echols, CFP®

Van Echols, CFP®

Investment Specialist - Lubbock

Warren Ellis

Warren Ellis

SVP* Advisor Development - Albuquerque

William Olsen

William Olsen

SVP* Advisor Development - Austin

Specialists

Keith Padilla

Keith Padilla

Investment Specialist - Albuquerque

Van Echols, CFP®

Van Echols, CFP®

Investment Specialist - Lubbock

Capital Solutions Group

*Agency officers are not officers of MassMutual.

** Property & Casualty insurance is offered through a variety of quality insurance companies that are not affiliated with MassMutual or MML Investors Services, LLC.