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START PLANNING
START PLANNING
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  • Who we are
    • Our Team
    • Leadership Team
    • Brokerage Services
  • Who we serve
    • Personal Solutions
    • Business Solutions
    • Special Care
  • News & Events
    • Video Library
  • Careers
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  • Connect with us
  • Home
  • Who we are
    • Our Team
    • Leadership Team
    • Brokerage Services
  • Who we serve
    • Personal Solutions
    • Business Solutions
    • Special Care
  • News & Events
    • Video Library
  • Careers
  • Licenses
  • Connect with us

meet our team

Our Leadership

Kevin McAndrews

President & CEO

JK McAndrews

Chairman

Lalit Jallan, LUTCF®, CLTC®

Partner

Kelly Hejtmancik, ARPC, CLTC®, LUTCF®

Partner/Financial Advisor

Roger Szczypien

Chief Growth Officer

Dan Diamond CFP®

Director of Investments

Scotti Sulak

Agency Supervisory Officer

Marshall Bennett

Head of Advisor Experience

Cesario “JC” Cavazos Jr., CFP®, ChFC, CLU, CLTC

Director of Advisor Development & Life Product Specialist

Morgan Wilson

Director of Recruiting

We create a secure financial future

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Check the background of this firm on FINRA’s BrokerCheck | CRN202606-7113531

Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, or their affiliated companies.

Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

Neither MML Investors Services, LLC nor any of its subsidiaries, employees or representatives are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters.

Member SIPC. Supervisory Office: 3 Greenway Plaza Suite 1500, Houston, TX 77046

Phone 713-402-3800.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC.

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual) Springfield, MA 01111-0001, and are not subsidiaries of MassMutual or its affiliated companies. Agency Officers are not officers of MassMutual.

Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.