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MassMutual Greater Houston
Three Greenway Plaza, Suite 1800
Houston, TX 77046

tel: (713) 402-3800

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MassMutual Greater Houston
Build Your Financial Future

Organizing personal finances and planning for the future can be daunting. MassMutual Greater Houston understands the barriers and can guide clients through the process the right way. Whether you are just beginning or already have strategies in place, MassMutual Greater Houston can help you build your financial future.

MassMutual began in a single room in 1851 to help people protect their family and their future. More than 160 years later, the nationwide Fortune 500 company has that same purpose and long-term perspective at its core. Since its inception, MassMutual has provided financial and retirement security to millions of people, paid dividends to participating policy owners every year and earned the highest financial strength ratings.

Listed as one of the world’s most admired companies in 2013 and 2014 by Fortune magazine, MassMutual’s thousands of trained financial professionals are located across the United States and Puerto Rico at branches like MassMutual Greater Houston.

A Personal Approach
Defined by its mutuality, MassMutual Greater Houston operates for the benefit of policy owners. The company is committed to providing experienced people, exceptional products and a realistic, needs-based approach to your financial strategy, working with you to understand your unique situation and goals for the future. Financial needs shift and evolve throughout a lifetime, so MassMutual financial professionals get to know you so they can provide solutions that address your specific situations.

Prudent Investment Philosophy
MassMutual seeks to generate long-term stable investment performance to support its financial strength and ability to meet its financial commitment to policy owners. MassMutual adheres to its disciplined investment approach grounded in diversification, prudent security selection and relative value. As a mutual company, MassMutual takes a long-term view when investing, focusing less on short-term fluctuations in asset values.

Diverse Products
MassMutual’s offerings include products that help protect you, your family and your business against life’s greatest risks to help secure your financial future. While whole life insurance continues to be the company’s foundation, MassMutual and its affiliated companies offer an array of insurance and investment products and provides retirement services for institutional investors and corporate, union, nonprofit and governmental employees’ compensation plans.

Business Planning
We know what it takes to build a successful business. It takes vision, preparedness, skills and desire—not to mention a focused dedication to achieving set goals. Most business owners work hard and make many sacrifices to grow their business. That’s why they should put just as much energy into protecting it as they did building it. No business plan is complete without a financial strategy for the unexpected. We start by exploring all protection options. Then develop a long-term strategy that can help protect the continuity of the business should the owner, a partner, or key employee decide to retire, leave the business, or unexpectedly dies or becomes disabled.

Most business owners spend the majority of their time working in their business instead of on their business. We help ensure that the business protection needs that are critical to the long-term success of your business are taken care of.

Qualified and Experienced
MassMutual and its general agencies provide financial professionals with considerable training, including needs-based analysis techniques so they can offer solutions and guidance that match best for you and your goals. Most of MassMutual’s financial professionals have accrued numerous industry designations and certifications and are registered representatives that can provide a range of investment products through MassMutual’s broker dealer. Drive, passion, the desire and ability to work independently toward a vision make up several components of the formula to success. Following are our MassMutual Greater Houston’s top producers.

Berkely Arrants has earned the designation of Certified Financial Planner®, Certified Investment Management Analyst®, Certified Retirement Planning Counselor®, Certified Divorce Financial Analyst™, and Certified Financial Educator®. Berkely began her career in the financial services industry in 2000 and, specializing in comprehensive personal and benefit planning for business owners and professionals.

Walt Katz has earned the designation of Certified Financial Planner®, with 27 years of experience he specializes in plan design, nonqualified planning for key executives and investment policies and procedures; implementation of risk-based insurance and investment products for individuals and businesses.

John Wilson has earned the designation of Chartered Life Underwriter and Chartered Financial Consultant®. A resident of Houston, TX, with more than 25 years of professional experience as a Financial Advisor. His combination of experience, professionalism and access to a wide variety of products and services helps his clients meet their financial goals, estate strategies and insurance needs.

Michelle Gessner has earned her masters in Business Administration. Her passion and integrity for her clients’ financial security and well-being is second to none. Her direct approach and her knack for focusing on the big picture needs of her clients helps them identify what is important to them.

Ann Laufman, has earned designations LUTCF,CFS, CLTC, CFBS, CFP®. She has a passion for helping meet the needs of area business owners, particularly women owned, through her ability to educate on and plan for the life cycle of a business. She wants her clients to realize financial freedom and independence through establishing clear goals and exhibiting financial discipline across the full spectrum of business planning needs.

Mariana Ruiz Posada manages her personal practice of servicing clients to help them meet their financial goals and needs. For more than 16 years in the financial services industry, she has been a passionate advocate for helping Hispanics increase their financial literacy, specifically in the area of proper planning for the financial stability of their families and their businesses.

Reva Azeez began her career right after graduating from the University of Houston with a degree in finance and marketing in 2007. She specialized in working with business owners and professionals. Reva is passionate in working with women in helping them identify their financial goals, determine a plan to reach them as well as identify solutions to any gaps along the way.

Mamie Favor has earned the Certified Financial Planner® designation. She focuses her financial planning skills and expertise on protection strategies that help guide her clients toward financial security. Her target market is small companies, closely held corporations and high net worth individuals. Mamie’s practice focuses on estate planning, tax reduction strategies, key man plans, and business continuation and exit strategies.

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