about us

Leadership

  • david-means_0c0ce9b51b07420b9b680c2389bda728-headshot
    David Means
    CFP®, ChFC®, CLTC®, CLU®
    President

    I offer total financial needs analysis through a network of experienced professionals with expertise in:

    • Advisory services
    • Retirement analysis and programs
    • Estate strategies
    • Employee benefit and retention services
    • Business continuation strategies
    • Trust services*

    *Trust services offered through the MassMutual Trust Co., FSB



    CRN201912-180567

Agency officers are not officers of MassMutual.