Support Expertise

We've built a team that will support
you and your practice.

Mark Richards

Managing Partner of Cool Hollow Financial

Cool Hollow Financial is not a subsidiary or affiliate of MML Investors Services, LLC or Massachusetts Mutual Life Insurance Company, or their affiliated companies.

LEADERSHIP TEAM

Our leadership team is unwavering in their commitment to supporting Financial Professionals at every stage of their practice. With a holistic approach to mentorship, resources, and tailored guidance, our goal is to empower Financial Professionals to thrive in their careers and achieve their professional aspirations.

Chris Cocores

Nikki Cassidy

Vice President of Sales and Marketing

Support expertise team

Our Support Expertise Team offer their respective expertise in life insurance, disability insurance, annuities, and financial planning, are wholly devoted to resolving intricate challenges on behalf of financial advisors' clients. With their deep knowledge and dedication, they provide invaluable insights and customized solutions that empower advisors to secure their clients' financial well-being.

Life Sales Support
Max Kunisch. Financial Planning Specialist.
Financial Planning Support Specialist
Investment & Annuity Specialist
College Recruiting Director and Trainer

Transition experience team

Our dedicated transition team is committed to ensuring a seamless and positive experience for Financial Professionals as they transition to uFinancial Group. With a focus on meticulous planning and personalized support, we strive to make every transition as smooth as possible and setting the stage for success.

Transition Specialist
Practice Development Specialist
Manager of Events & Engagement
Agency Marketing Director
Corporate Headquarters
100 Sterling Parkway, Suite 307,
Mechanicsburg, PA 17050
Contact
Office: (717) 791-3300
ufinancialinfo@massmutual.com
© 2024 uFinancial Group. All right reserved.
Check the background of this firm on FINRA's Brokercheck.
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.SIPC.org). Supervisory Office: 100 Sterling Parkway, Suite 307, Mechanicsburg, PA 17050, 717-791-3300. Financial Services Professionals are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. CRN202611-5145496
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