Our Financial Professionals
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Peter (Nathen) Banne CFP®
Investment Advisor Representative, Financial Planner
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Carolyne Charvoz
Financial Planner and Insurance Professional
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Nathan C. Chan
Financial Services Professional
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Hongze Victor Chen CFP®
CERTIFIED FINANCIAL PLANNER™ Professional
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Jimmy Diehl MBA, CFBS, RICP®, AIF®, CLTC, BFA
Financial Planner
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Cecilia H. Ho
Financial Services Representative, Registered Representative
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Melvin (Mel) Honda AIF®, CLU®, ChFC®, RHU®
Financial Planner
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Mikael Lee
Financial Planner, Financial Advisor; Investment Adviser Representative
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Victor Lee CFP®, ChFC®
Financial Services Executive, Financial Planner
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Mark J. Lewis CLTC
Financial Services Professional
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Elenita Elenor (Apple) Manansala
Financial Services Professional
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John W. McFadden LUTCF®
Financial Services Professional
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PhuongThao Nguyen
Financial Services Professional
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Hyun Joo Park ChFC®, CLU®, LUTCF®
Senior Vice President
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Charles (Ted) Pollock CLU®, ChFC®, CASL®
Financial Services Representative, Investment Adviser Representative
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Samantha Sagers-Davenport CFBS, CLTC
Financial Advisor
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Charles (Chuck) Saunders C(k)P, CLTC, CFBS
Retirement Plan Specialist; Certified Family Business Specialist; Special Care Planner
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Paul (Hank) Scherf CFP®, MBA
Financial Planner, Registered Representative
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Mark M. Swenson CFBS, CLTC
Financial Professional
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Gregory Williams CFP®
Certified Financial Planner™ Professional
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Mengning 'Frank' Zhou ChFC®
Financial Planner
**Not practicing on behalf of Massachusetts Mutual Life Insurance Company (MassMutual) or its affiliated companies.