AFFINITY LAW GROUP, LLC
SAMMONS FINANCIAL GROUP COMPANIES
CLU, ChFC, CEBS, CPCU, CPC, CMS, AIF, RICP, CPFA
Director - Advanced Sales MassMutual Financial Group
CLTC - NAIFA
CLU, ChFS, FSS - Doug Massey Financial Services
United Wealth Advisors Group, LLC
Copyright © NAIFA
National Association of Insurance and Financial Advisors
1000 Wilson Boulevard, Suite 1890
Arlington, VA 22209
Phone: 877-866-2432
info@naifa.org
Steve Beatty stepped into the financial advising world in 1989. His expertise is working alongside owners of closely held businesses for almost 20 years. Since 1993, Steve has been a member of the esteemed Million Dollar Roundtable and has qualified for the Top of the Table since 2004, a distinction of only the top 0.2% of financial advisors worldwide (source: www.mdrt.org). Steve earned his Political Science degree from the University of California-San Diego and additionally earned his Certified Exit Planning Advisor (CEPA) designation from the Exit Planning Institute in Cleveland, OH. Steve was one of the first graduates of the 401(k) Coach Program, a national program from prominent 401(k) advisors. At age 16, Steve started as a sportswriter for the Colorado Springs Gazette-Telegraph, San Diego Union, and Los Angeles Times.
Kathleen specializes in estate, business and executive benefits planning, and estate and executive compensation planning with life insurance.
Formerly, she was a member of the Advanced Markets Group of MetLife, where she provided training and advanced underwriting support for the top producers of MetLife and its subsidiaries. Prior to joining GenAmerica Financial (a MetLife company) in 1996, she was in private practice.
Kathleen graduated from St. Louis University with degrees in Accounting and Theatre. She received her law degree and LL.M. in Taxation from the Washington University School of Law in St. Louis.
She is licensed to practice in Missouri, Illinois, and Pennsylvania.
Andrew leads a group of credentialed individuals that specializes in placing estate, business, and retirement planning cases. His own expertise includes wealth preservation, estate planning, business planning, and executive benefits. He consults with insurance professionals and clients’ tax advisors when appropriate to facilitate sales opportunities.
Andrew is a frequent speaker and has authored articles in Life Insurance Selling, Senior Market Advisor, National Underwriter, AALU, and Journal of Financial Service Professionals. His speaking experience includes Forum 400, Clinic for Advanced Professionals, AALU and LIMRA Advanced Sales Forum. He is an Associate Editor for the Journal of Financial Service
Ernie Guerriero is the director of Qualified Plans, Business Markets for Consolidated Planning, Inc. He is the subject matter expert to assist companies and individuals with design and implementation of individual and employer sponsored retirement plans. Ernie is a moderator for The American College on retirement and estate planning topics. He has held various positions with major life insurance companies developing and assisting advisors with accumulation, preservation, and distribution planning. He has published articles in industry and academic publications, including the Journal of Financial Service Professionals and the New York University Review of Employee Benefits and Executive Compensation.
Michele Collins is a Director with MassMutual’s Advanced Sales organization. Michele joined MassMutual in 2016, having spent the last 10 years in the Advanced Markets Department at MetLife.
As a member of the Advanced Sales team, Michele provides estate, business, charitable, retirement, special needs and financial planning case assistance to MassMutual agents and financial planners. In addition, Michele provides product and sales tools support on advanced markets case work.
Michele is a graduate of the State University of New York, College at Geneseo, and the Syracuse University School of Continuing Education (Certificate in Human Resource Management). She received her JD from Suffolk University Law School in Boston. Michele has also been admitted to the Massachusetts State Bar.
Michele is a member of the National Board of Directors of the Society of FSP and the past President of the Boston Chapter of the Society of Financial Service Professionals (FSP). She serves on the national Society of Financial Service Professionals’ Young Professional Advisory Council (YPAC). Michele is a member of the Boston Bar Association (BBA), and is a volunteer with the Boston Bar Association’s M. Ellen Carpenter Financial Literacy Program. She is also an active volunteer with New England Donor Services (NEDS).
Mark is one of the most experienced retirement planning representatives in the country with more than thirty years in the financial and insurance industry. Prior to accepting this position, Mark served as the National Vice President of Retirement Plans for United Wealth Advisors Group, LLC.
Over the years, Mark has earned a stellar reputation for his knowledge, service, and integrity. He is diligent as he works to develop retirement plan strategies for business owners and their employees. Mark's experience with plan implementation, compliance, investment, and service of various types of retirement plans will be invaluable to us in serving our customers.
Mark received his Bachelor’s Degree from the University of Memphis and currently holds FINRA Series 6 and 63 registrations. He is also a life, health, and property and casualty insurance licensed professional. He is an accredited instructor of continuing education for Certified Public Accountants in the State of Tennessee and provides continuing education training for many other organizations. Mark is a native of Memphis but now resides in Louisiana with his wife, Angie.
