Financial Strategies for Special Needs Families

CONNECT

Address:

2 Bala Plaza, Suite 901
Bala Cynwyd, PA 19004

Phone:

610-766-3074

Fax/Other:

(610) 664-1220

OUR TEAM

DUSTIN JACQUETTE
Office Manager

 

Dustin graduated with a Bachelor's degree from the Smeal College of Business at Pennsylvania State University. During his 7-year career as a branch manager with Enterprise Rent-A-Car, Dustin received top awards and promotions for his success in management. He joined the practice in 2017, adding a wealth of knowledge in customer service, sales and marketing, finance, and operations. He is very involved in the community as a supporter and contributor of the United Way Foundation and Access Sports Experiences.


WILL STEPHENSON
Financial Services Professional

 

Will received his Bachelor's degree in Risk Management and Insurance from Florida State University and earned his MBA from St. Joseph's University. He has been in the financial services industry for over 2 years and holds his FINRA Series 7 and 63 registrations, along with Life and Health Insurance Licenses. Will supports clients with their insurance and investment needs, focusing on asset allocation and portfolio management.


CYNTHIA ST. PIERRE
Director of Marketing

 

Cynthia joined the firm in 2009 and currently serves as the Director of Marketing. She is responsible for developing, maintaining and executing the overall marketing plan for the company. Cynthia works with media outlets, organizations and non-profits to organize events and sponsorships, creating brand awareness in the Philadelphia marketplace. She also works hand in hand with the associates, aiding them in development, impementation, and execution of their marketing plans.

She is a graduate of Syracuse University and is actively involved in the Philadelphia community. She lives in South Philadelphia with her husband, Zach, their children, Ayden and Evelyn, and their fur-baby, Rocco.


JESSICA SANTOS
Marketing & Event Coordinator

 

Jessica joined MassMutual Greater Philadelphia in January of 2017 upon graduation from Temple University, receiving her BBA in Marketing. She is responsible for developing and implementing marketing collateral, events and programs, as well as supporting new associates in developing their marketing strategies. Jessica coordinates and produces MassMutual Greater Philadelphia events, which include seminars, workshops, client appreciations and receptions. 


TOM KILKER
Agency Supervisory Officer

 

Tom graduated from LaSalle University with a degree in Economics and Finance. He has worked in the financial services industry since 1993, joining MassMutual Greater Philadelphia in 2007. As the ASO, Tom partners with our financial professionals in implementing MassMutual compliance programs and maintaining our reputation for conducting business in a highly ethical manner. He holds the FINRA Series 4, 7, 24, and 63 registrations.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck