Insurance Strategies, Investment Strategies (Reg. Reps Only)

English

Renowned basketball coach, John Wooden, once said, “Success is peace of mind, which is a direct result of the self-satisfaction in knowing that you made the effort to become the best of which you are capable”. This is a philosophy that Mike lives by, not only in his professional life, but in his personal life as well. Since joining the financial services industry in 1995, Mike has enjoyed coaching both clients and financial professionals along their distinctive paths to success.

A native of Philadelphia, Mike built a successful financial services practice advising clients throughout communities in the greater Philadelphia area. A self-described “student of the business”, Mike rapidly earned professional designations to deepen his knowledge and enhance the value brought to clients. These designations include the CFP, ChFC, CLU and CFBS.  Mike’s growth-oriented mindset made him a natural choice for leadership and development roles in firms throughout eastern and central Pennsylvania. His efforts have been recognized with numerous accolades and awards including Million Dollar Roundtable in 2006 & 2009 and Sales Manager of the Year at Northwestern Mutual from 2008-2010.

Given his track record of success, in September 2014, Mike was appointed as Agency President of MassMutual Oregon, a firm with well-established roots of over 100 years. Under his leadership, MassMutual Oregon has experienced sustained growth and greater visibility throughout Oregon and SW Washington.

Mike attributes the firm’s success to the company culture and the people. In his signature servant-leader style, Mike creates and fosters an environment that provides professionals with one-on-one coaching, structured training opportunities, and personalized development plans to help ensure their success. His investments in the training and development of his team have paid off. The firm has been on the Oregon Business “100 Best Companies to Work for in Oregon” list 8 times during Mike’s 9-year tenure.

Mike feels fortunate that he and his family can call the Pacific Northwest their home. He is an avid reader of books on the topic of leadership and personal development and he is a passionate Philadelphia sports fan. Mike is grateful for the opportunity to make a difference in the community and is especially proud of the firms support of multiple charitable organizations within the community.

 

Licensed to sell insurance in: Oregon, Washington, Pennsylvania, California

Licensed to sell securities in: Oregon, Washington, Pennsylvania, New Jersey, New Mexico, Virginia, Idaho, Montana

 

CA Insurance License #4328858, Domiciled in OR

CRN202506-5050381

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Insurance Strategies

English

Let’s start a conversation. Your new career is waiting! Discover a career that can’t be off-shored or outsourced! At our firm you’ll be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products, access to powerful sales tools, and a large resource network so you can focus on activities that get results. Some of the attributes I seek in candidates are: competitiveness, problem solver, networker, coachable, organized, and results and ethics driven.

CRN202503-300856

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Insurance Strategies, Lesbian, Gay Bisexual, Transgender, Questioning (LGBTQ), Retirement Income Planning, Risk Management Strategies, Estate Planning, Financial Education

English

My goal, alongside my team, is to inspire others to dream courageously, and to live with love and purpose. Our goal is to help provide peace of mind by helping our clients understand what is possible. Our clients feel great knowing that the financial decisions they are making are helping them get what they want most out of life. We take a consultative approach to understand what is important to our clients deep in their hearts. We then link what they feel is most important to their retirement planning, estate planning, business, planning, investment planning, and insurance planning; on a comprehensive basis to assure all areas of their plan have a cause-effect relationship.

 

We find that most others in the financial service industry have spent little, or no time understanding how to plan and solve for the challenges during the latter part of life. Many people are retiring without pensions. Markets are as volatile as ever. People are living longer, but commonly have health issues on the backend of life. Tax and distribution challenges are common. There are questions around social security. This creates a significant amount of complexity in planning for the second half of life.                  

 

Our distinct advantage is understanding how to solve these problems.

The MassMutual Oregon team defines success by knowing that our clients have achieved financial freedom. We develop a customized strategy in a thoughtful and strategic way from wherever you are to age 100+ that can help you plan for 2 things.

1. You never, ever need to worry about having enough money.
2. You know that the money left over will go to who you want, when you want, and how you want.

 

“I want to leave my kids enough to do whatever they would like to do, but not enough to do nothing.”

~Warren Buffet

 

 

Neither MassMutual, nor any of its subsidiaries, employees or representatives are authorized to give legal or tax advice.  Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters.  Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. 

CRN202503-6159652

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English

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

English

As a Brokerage Director at MassMutual Oregon, an agency of Massachusetts Mutual Life Insurance Co. (MassMutual), I make available to insurance brokers the portfolio of MassMutual products including: Whole Life and Term insurance, Disability Income Insurance products, Long Term Care Insurance and Fixed Annuities. In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long-term.

I am looking for successful, independent producers (brokers) who are interested in offering MassMutual products to their clients. You can expect one-on-one support for all your clients’ needs including: case consultations, Estate and Business Planning expertise, marketing and illustration support, plan design plus product positioning strategies and presentations. 

CRN202603-4016623

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Insurance Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Business Succession Planning, Risk Management Strategies, Financial Education

English

My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. 

I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.  

MM202503-300856

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English

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

Insurance Strategies, Business Owners, Risk Management Strategies, College Funding Strategies, Investment Strategies (Reg. Reps Only), Retirement Strategies, Group Benefits, Financial Planning ® , Financial Education

English

Preparing for the next step in life isn’t always easy. My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, retirement strategies and insurance needs.

I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: 

• Retirement income solutions
• Insurance solutions and protection needs
• Estate strategies
• Employee benefit and retention services
• Investments and wealth accumulation

I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.

MM202503-300856

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Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners, Retirement Income Planning, Risk Management Strategies, Financial Education, Financial Planning ®

English

Personal

The number one thing in my life is family. I married my wife, Polly, in 2015 and we have two awesome kids, Owen and Maddy. Polly and I believe that one of the ways we can make the biggest investment in our family is to be involved in our community. We are always looking for ways to give back to this community that we love. With our kids actively involved in youth athletics, I currently serve on the board of West Linn Youth Football. I previously served on boards with my alma mater, La Salle High School, and an organization dear to our family, Practice Kindness.     

 

Before I knew I wanted to be a Financial Service Representative all I wanted to do was play sports. I played football for Willamette University, officiated youth basketball for 10 years, and was a color commentator for the Willamette Bearcats football broadcast team for two years. One of my greatest passions in life is youth athletics. When I'm not meeting with clients, I'm usually on a court or field somewhere coaching youth football, basketball, or baseball.

 

I work hard every day to this end; to be a positive impact on everyone I meet, be the best employer I can be and to build a legacy. If I can exemplify these qualities in my personal and professional world, I will have built a life I can be proud of.

 

Professional

What gets me fired up to work every morning is the simple fact that I love making a positive impact in peoples' lives. I am a credentialed professional in the world of financial services, and in order to put that knowledge to good use, I enjoy bringing my passions together to help architect financial security for the individuals, families, and businesses in my community. At the end of the day, I want my clients to achieve clarity and feel peace of mind knowing they have a plan in place.

 

Our team specializes in assisting business owners, young families/professionals, and individuals nearing retirement. Resolute Wealth Partners is committed to fostering a fun and unique experience that promotes communication, connection and great relationships through simplicity.

CRN202602-3851997

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Insurance Strategies

English

Ryan Schopp is the Director of Financial Planning at Alpha Partners. Ryan’s expertise and passion are in the world of holistic financial planning, primarily working with high net worth individuals and liquidating highly appreciated assets in the most tax-efficient manner. With tax efficiency and tax forward-thinking being at the center of his planning process, Ryan is continually educating himself and the Alpha Team with new strategies and changes to the tax code. Ryan has been married to his high school sweetheart, Alexandra, since 2012. They have 6-year-old twins, Davis Ryan and Georgia James, and live in Chehalis, WA. When Ryan is not spending time with his family, or working he is on the golf course or out in the woods.

CRN202511-5112147

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