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Financial Planning
Who We Are
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Careers
Contact Us
Customer Relationship Summary Form
Licensing

Making Smart Decisions About Your Finances

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A Promise that Endures

Honoring Tom Brennan’s Legacy and the Importance of Disability Insurance On September 27, 2024 — his 52nd birthday — financial planner, U.S. Army veteran, and beloved friend Tom Brennan made his final stand after a fierce, remarkably long war against multiple myeloma and pancreatic cancer. Known to those closest to him as “Titanium Tom,” he…

MDRT Top of the Table Qualification Achieved

Financial Planner Charles “Coop” Cooper, CLU®, LUTCF®, a member of the Million Dollar Round Table (MDRT), recently became a Top of the Table qualifier. As an international membership association of financial professionals founded in the US, the MDRT recognizes the Top of the Table qualification as a mark of excellence reserved for some of the…

Rowing for a Cause: Chris Heerdegen’s Commitment to Alzheimer’s Awareness

Steadman Financial Planner Chris Heerdegen is once again setting out to make waves in the fight against Alzheimer’s Disease with his 6th annual Rowing to Remember fundraiser. This inspiring event, scheduled for Friday, June 21st at Forest View Lanes Recreation Bar & Grill, will see Chris rowing from 6 am to 10 pm, aiming to…

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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.

Securities, investment advisory, and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. OSJ: 1956 Carter Road, Suite 200, Cleveland, OH 44113. 216.621.5680.

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