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    Joanne Resh

    CLTC, CPA*, JD**, MBA


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

    About Joanne

    BUSINESS PHILOSOPHY

     My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

     PRODUCTS AND SERVICES

    • Fixed Annuities & Variable Annuities
    • Charitable Giving Strategies*
    • Disability Income Insurance
    • Estate Conservation Strategies*
    • Education Funding Strategies
    • IRA Consolidation/Rollovers
    • Long-Term Care Insurance
    • Mortgage Protection (through life insurance and disability income insurance)
    • Medicare Supplement Coverage
    • Pension Payout Alternatives
    • Pension Transfer/Rollovers
    • Mutual Funds
    • Tax Sheltered Annuities, 403(b) Plans
    • Term Insurance and Whole Life Insurance
    • Universal Life Insurance
    • Variable Universal Life Insurance
    • Financial Planning
    • Auto Insurance
    • Employee Benefit Plans
    • 401(k) Plans
    • SEP IRA’s

    QUALIFICATIONS

     Licensed to offer Life & Health Insurance in Texas Louisiana

    • Registered to offer securities products in Texas, Louisiana, California, Pennsylvania, and Nevada
    • Licensed to offer Property and Casualty Insurance in Texas

     PERSONAL

    • 29-year resident of Houston
    • Hobbies: Running, Reading

     ORGANIZATIONS

    • Member of State Bar of Texas
    • Member of the Bar of the Commonwealth of Pennsylvania
    • Member of the U.S. District Court for the District of Columbia
    • Texas Notary Public
    • Past Assistant Editor, South Texas Law Review

    Area(s) of Focus

    • Business Owners
    • Insurance Strategies
    • Investment Strategies
    • LGBT

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, MSI Financial Services, Inc., or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    Joanne Resh CPA, JD, MBA, CLTC is a registered representative of and offers securities and investment advisory services through MSI Financial Services, Inc., Member SIPC, 3700 W Sam Houston Parkway South, Suite 400, Houston, TX 77042-5118, Tel: (832) 251-5400

    *Not practicing on behalf of Massachusetts Mutual Life Insurance Company (MassMutual) or its affiliated companies. Authorized for accountancy services in the following states: Texas

    **Not practicing on behalf of Massachusetts Mutual Life Insurance Company (MassMutual) or its affiliated companies.

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    California, Louisiana, Texas

    I am licensed to sell Securities Products in the following jurisdictions:
    California, Louisiana, Nevada, Pennsylvania, Texas

    Joanne Resh CPA, JD, MBA, CLTC, Houston, TX, CA Insurance Lic.# 0D47262

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