Firm Leadership and Support
"The MassMutual approach is to leave the success or failure to the local management. We have high expectations of ourselves and others. Success breeds success here."
|
 |
Scott A. Stillman
President
Scott began his career in the financial services industry in 1983. Since spending the the first half of his career as a successful producer, Scott has spent over 10 years coaching and training advisors to grow successful fee based practices. He currently serves as the President of Wealth Concepts, LLC and is responsible for driving the firm continually to the next level of success. |
 |
Melissa J. Edelman
Managing Director
Melissa has been in the financial services industry since 1982. In her current role, she is responsible for training and coaching experienced advisors in their fee based financial planning practices. She has had a successful practice since 1994 and transitioned to a fee based practice model in 2003. Having made this transition successfully, Melissa is uniquely qualified to coach experienced advisors in all areas of transitioning their practice and moving up market to a higher net worth clientele. |
 |
Scott E. Close
Associate Managing Director
After 15 years of success in executive level management with a Fortune 100 company, Scott acted on his strong desire to become an entrepreneur. He entered the financial services industry and quickly became one of his company’s leading producers. Scott coaches advisors to reach their potential using the detailed process at Wealth Concepts. Being a successful advisor himself enables Scott to identify the big and small issues that can make or break an advisor’s career and coach from that practical knowledge. |
 |
Jeffrey M. Caron, LUTCF, CLTC
Associate Managing Director
With over a decade of experience in the financial services industry, Jeff is responsible for training and coaching both new and experienced individuals with Wealth Concepts, LLC. Throughout his career, Jeff has mentored top industry advisors and has qualified for numerous awards based on his own production. Using his unique approach, Jeff’s concentration lies in assisting others build their own successful careers in the industry |
 |
Arnold Bradford, CLU, ChFC, JD*, LLM*
Associate Managing Director
Arnold has been in the financial services industry since 1982. He enjoys working with advisors on complicated and advanced cases. He specializes in helping privately held businesses develop business succession plans and establish selective executive compensation plans for key employees and owners. Additionally, Arnold has vast experience in trust and estate planning.
*Not practicing on behalf of MassMutual or its affiliates
|
Wealth Concepts Specialists
 |
Dustin Voag, CFP®
Director of Financial Planning
Dustin oversees the financial planning department, including the creation of financial plans. Through this process, he coordinates with appropriate Wealth Concepts’ specialists to produce a customized client-ready plan for the advisor. Dustin consults with advisors and their coaches to provide assistance in fee-based financial planning, advanced life insurance plan design, and overall case design & illustration. |
 |
Howard Schuster, MBA
Director of Investments
Howard works closely with the Financial Planning Department to integrate appropriate investment recommendations within the client-ready financial plan. Working side-by-side with Wealth Concepts associates, Howard lends his expertise to the analysis of our clients’ existing investment portfolios. In addition, after understanding client objectives, Howard works collaboratively with our associates and other specialists to insure proper planning of future investment strategies. |
 |
Jason Randall
Director of Compliance
Jason has been in the financial services industry since 1996. He serves as a Registered Principal, assisting the Registered Representatives and Corporate RIA affiliates to ensure compliance with the rules and regulations set by regulatory bodies such as FINRA and the SEC. Jason is the Registered Principal reviewing and signing off on new securities business at the local level. He also ensures the firm is in compliance with internal policies and procedures. |
 |
John Odell, LUTCF
Director of Employee Benefits
John founded his Employee Benefits practice in 1982 and specializes in working with businesses in the areas of group health insurance* and company sponsored retirement plans. John serves as a resource to Wealth Concepts by helping our business owner clients address the challenge of designing comprehensive and cost effective strategies for their company’s benefit plans.
*Not offered through MassMutual. |
 |
Tyler Rainey
Director of Brokerage
Tyler began in the Financial Services industry in 1998. His role is to develop, manage and maintain all independent insurance brokerage relationships with the firm. Additionally, Tyler serves as a resource for Wealth Concepts associates on advanced life insurance training and case design. |
 |
Christin Kalaskie
Director of Marketing
Christin is essential in the growth and expansion of the firm. An active member in various organizations throughout Denver, she seeks to educate the community about the benefits of planning with Wealth Concepts, LLC. Christin is heavily involved with the firm’s Multicultural Initiatives, and aims to bring awareness to minority groups while assisting Wealth Concepts associates expand their reach. |
 |
Marc Most, ChFC, CLU, LUTCF
Long Term Care Insurance and Disability Income Specialist
Marc began his career in the Financial Services industry in 1988. Successful in personal production, he has evolved to become a specialist in long term care insurance, annuities, and disability income insurance. Marc is proficient in educating and assisting our associates, both new and experienced, in increasing their knowledge and skill set. |
Finance & Operations Team
|