MassMutual announces the appointment of three new leaders in its affiliated distribution network

Springfield, Mass. – MassMutual is pleased to announce the appointment of three new leaders in its network of MassMutual firms across the nation.

• James Allen, has joined Spectrum Financial Group (a MassMutual firm based in Dallas, TX) as a General Agent and Managing Partner alongside Dan Lengyel. Spectrum services over $5 billion in client assets and provides holistic financial planning and wealth management services to clients across Texas, Oklahoma and Arkansas.
• Nick Makriannis has been named a General Agent at Lee, Nolan & Koroghlian, LLC (a MassMutual firm based in Saddle Brook, NJ). The firm services over $5 billion in client assets and services clients across the Greater Metro-NY area. Nick is joining George Koroglian, JD, CPA, CLTC, chairman and chief executive officer; Dominick Iorio, MBA, LUTCF, president and chief operating officer; and Adam Cherney, CLF, General Agent/Managing Partner.
• Steven Trujillo, CLU, ChFC, has joined MassMutual New Mexico based in Albuquerque, NM (part of MassMutual’s Bluecrest Financial Alliances firm) as a General Agent. Bluecrest Financial Alliances currently manages over $5.5 billion in client assets.

“Our network of General Agents in MassMutual firms are respected business leaders in their communities and in our industry,” said Joe Mallee, head of MassMutual Financial Advisors. “They are the voice of their firms, advisors and clients. They represent the frontline to MassMutual’s policyowners and customers and help inform our plans to ensure that their firms are reaching people with what they need to help protect, grow, manage and transfer their wealth thoughtfully.”

General Agents and advisors are affiliated with MML Investors Services, MassMutual’s broker/dealer and investment adviser subsidiary. MML Investors Services currently administers $274 billion* in client assets and has over 6,500* financial professionals nationwide (as of year-end 2024).

“MassMutual is the destination of choice for top talent, and we are thrilled to welcome these three new leaders to our growing network,” added Mallee.

To hear directly from other leaders in MassMutual’s affiliated distribution network, join Mallee on the ‘Tips from the Top’ podcast now available on Spotify and Apple Podcasts.