about us

Leadership

  • Paul Swift
    Agency Partner

    I offer total financial needs analysis through a network of experienced professionals with expertise in:

    • Retirement analysis and programs
    • Estate strategies
    • Employee benefit and retention services
    • Business continuation strategies
    • Trust services*

    *Trust services offered through the MassMutual Trust Co., FSB

    My goal is to develop and maintain a world-class professional business atmosphere in our Columbus agency, with a focus on high moral and ethical standards. As an Agency Partner, I am responsible for recruiting and leading our team with the highest level of integrity.  Our agency strives to provide excellent service, with a special focus on providing unique financial strategies customized to each and every client.

    I reside in Dublin, OH and am happily married to my wife, Holly.  Together, we have three children; William, Ellen and Max.  I enjoy golf and spend most weekends supporting my kid’s teams at hockey, soccer, basketball, and baseball games.

    I am a member of St. Brigid Catholic Church, Dublin Chamber of Commerce, NAIFA – Columbus Chapter, and GAMA.  I hold the following securities licenses: Series 6, 7, 63, 24.

     


    CRN201712-180567
  • David Theiss
    Associate Agency Supervisory Officer
    Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.
    CRN201803-200328

Agency officers are not officers of MassMutual.