MassMutual is pleased to announce that Touchstone Wealth, a MassMutual firm based in Arizona, has expanded its wealth advisory team by welcoming five experienced financial professionals along with an additional support staff of four. The new advisors service approximately $325 million in client assets and provide holistic financial planning and wealth management services to clients across the Southwest.
- Shane Knoernschild, CFP, ChFC, CAP, FIC, CLTC, CKA, and David Thielke, FIC, based in Russellville, AR, are leading an experienced team dedicated to delivering comprehensive financial planning and investment services. Four staff members transitioned with them to ensure strong client support.
- Trey Vineyard, CFP, Michael Friedman, CFA, and Kristen O’Dell are based in Scottsdale, AZ. Vineyard will serve as head of the team’s planning and wealth strategy while Friedman will lead their investment division. O’Dell will oversee the integration of the team’s financial planning, property casualty, and Trust services divisions, ensuring a seamless approach that integrates protection, financial planning, and outside legal services. Together, they will focus on delivering tailored financial solutions for clients, providing comprehensive protection, strategic financial planning, and wealth management strategies for the firm.
“It is a good day when we can expand our reach to more people with seasoned financial expertise,” said Vaughn Bowman, CFA, head of wealth management with MassMutual. “Advisors who choose to represent MassMutual enjoy a strong support system backed by MassMutual’s national resources. They also have access to broad investment and protection offerings through an open architecture environment that delivers top-tier solutions along with a cutting-edge investment advisory platform built to meet modern client needs.”
The advisors are affiliated with MML Investors Services, MassMutual’s independent broker/dealer and investment adviser subsidiary. MML Investors Services currently administers $274 billion* in client assets and has over 6,500* financial professionals nationwide.
Jeff Dollarhide, CFP, ChFC, CLU, AIF, CFBS, CLTC, executive chairman and managing partner of Touchstone Wealth, added: “These advisors exemplify the highest standards of expertise and professionalism. We are thrilled to welcome them and their teams to our firm, where they will have access to an expanded suite of tools and resources to better serve and support their clients’ evolving needs.”
*As of year-end 2024
About MassMutual (Massachusetts Mutual Life Insurance Company)
MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. Founded in 1851, the company has been continually guided by one consistent purpose: we help people secure their future and protect the ones they love. With a focus on delivering long-term value, MassMutual offers a wide range of protection, accumulation, wealth management, and retirement products and services. For more information, visit www.massmutual.com.
