user avatar

William Lacy

Advisor at Mass Mutual Investors Services

Updated today
Mass Mutual Investors Services logo

Firm

Mass Mutual Investors Services

Location

Glen Allen, VA 23059

Credentials

Series 63, Series 65

Industry experience

17 years

Client services

Based on Mass Mutual Investors Services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Asset allocation programs

Location

East Shore 1, 100 Eastshore Drive, Suite 300

Glen Allen, VA 23059

Most active in

Texas · Virginia

Work history

Mass Mutual Investors Services

2017 - Present (9 years)

Massachusetts Mutual Life Insurance Company

2016 - Present (10 years)

MetLife Securities Inc.

2015 - 2017 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Michael G

Series 63, Series 66

Mechanicsville, VA

Rise Wealth Partners LLC

General retirement planning Income planning General tax planning Business succession planning Charitable giving & philanthropy Founder/Business Owner
user avatar

Jb B

Series 63, Series 65

Richmond, VA

J. B. Bryan Financial Group, Inc.

General retirement planning Life insurance needs analysis Long-term care insurance Cash flow / budgeting General tax planning

Shawn P

CFP®

Richmond, VA

Genuine Wealth Solutions

Wealth is more than just how much you have saved, what you drive, or the square footage of your home. Genuine wealth is the freedom from uncertainty and the purposeful control of our most precious resource, time. I started Genuine Wealth Solutions to provide reliable guidance for driven individuals to reach financial independence and to do so in a way that is transparent and free from conflict of interest. So, whether you're near or in retirement or in the midst of your career, take control of your future with confidence so that you can enjoy today. You deserve this. Let's achieve your financial success together.

General retirement planning Gen Y/Millennials (Born 1980-1995)
user avatar

Matthew J

CFP®, CFA®, Series 65

Richmond, VA

Noble Hill Planning LLC

Tax-loss harvesting Retirement income strategy Cash flow / budgeting Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner

Jonathan H

CFP®

Midlothian, VA

Hussmen Financial

Being the son of a CPA, I have always had a keen interest in finance. Along with my other two siblings, I spent a few tax seasons in my father’s office helping where I could and learning the basics of the tax universe. After my time at Virginia Tech, I spent 5 years in Northern Virginia in the hospitality industry, from country clubs to selling wine (fun!!). After the arrival of my first daughter, my wife, Emily, and I returned to our roots in Richmond. I joined his father at his firm in 2018 and made quick work of learning the financial planning world. My goal is to take the questions and stress out of my clients' financial situation, so they can live the life they’ve always wanted. I believe that everyone should have access to a financial planner, whether they have substantial assets, or are just starting to save. You’ve got questions, the Hussmen have the answers!

General tax planning Young Families Gen Y/Millennials (Born 1980-1995)
user avatar

Peter B

CFP®

Richmond, VA

Opulent Wealth

Debt management Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy Social Security optimization
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")