Agency Management Team
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Jeffrey C. Dollarhide CFP®, CLU
President, CEO & General Agent
Business Phone: 480-538-2997
Email Address: jdollarhide@finsvcs.com
Education: University of Northern Colorado
CA Insurance Lic: #0B53845
Jeffrey C. Dollarhide, CFP®, CLU is the CEO and Managing Partner of The Dollarhide Financial Group, LLC and General Agent of MassMutual’s Arizona Agency. Appointed General Agent of the Arizona Agency in November 2000, Jeff was the youngest General Agent in MassMutual company history at that time. Jeff is an active member of the General Agents and Managers Association (GAMA), Financial Planning Association, National Association of Insurance and Financial Advisors and is a qualifying member of The Million Dollar Round Table (1999, 2000, 2001) and Court of the Table (2001).
Jeff is committed to building an exceptional financial services operation in Arizona. Jeff plans to continue his executive involvement with Arizona State University; especially it’s W.P. Carey School of Business, where he annually awards scholarships. Jeff believes that taking on an active advisory role with local college students interested in financial planning as a career, will continue to be of significant benefit to the young entrepreneurs of the future.
It is also his belief that community involvement plays an important role in the growth and development of a successful organization. He has contributed to community organizations that include the Phoenix Symphony, Bikes 4 Kids, the St. Mary’s Food Bank, and Arizona State University’s Athletics Department.
Jeff is happily married to his wife Anne, and they have two daughters, Hannah and Lucee. He enjoys playing golf and baseball on a regular basis and also competes in various marathons throughout Arizona, Nevada, and California.
Jeffrey C. Dollarhide is a Registered Representative of and offers securities, investment advisory and financial planning services through MML Investors Services, Inc., member SIPC, 17550 N. Perimeter Dr., Suite 450, Scottsdale, AZ 85255. 480-538-2900.
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E. Todd Deffenbaugh
Agency Supervisory Officer
Business Phone: 480-538-2918
Email Address: edeffenbaugh@finsvcs.com
Todd Deffenbaugh’s journey in business includes over 20 years in the business community. In addition to Todd’s association with The Dollarhide Financial Group, LLC/MassMutual, Todd’s history in business includes relationships with USAA nvestment Management Company, Charles Schwab & Co., Inc.(Schwab Institutional), Banc One Securities, Honeywell Home and Building Control, Presbyterian Church, USA, Church of the Brethren, Zucco Enterprises, and others. In addition, Todd has also owned his own successful small business as well. Todd holds multiple advanced brokerage licenses (FINRA Registrations Series 7, 63, 9, 10, 23, & 65), as well as Arizona Life, Health and Variable License. In addition he holds a bachelor degree in education and music, a Master of Divinity equivalency with an emphasis on church/business administration. Through his associations with various organization in both the “for profit” and “non-profit/civic” arenas, Todd has been awarded several distinct honors for his contributions in the areas of organization development, coaching on a variety of topics, and overall value he has added to each organization. E. Todd Deffenbaugh is a Registered Representative of and offers securities, investment advisory and financial planning services through MML Investors Services, Inc., member SIPC, 17550 N. Perimeter Dr., Suite 450, Scottsdale, AZ 85255. 480-538-2900.
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Donald Jader
Associate General Agent
Business Phone: 480-538-2982
Email Address: djader@finsvcs.com
Don was born in Iowa and spent the grade school years in Minnesota. Don’s family moved to San Diego where he finished high school and graduated from San Diego State University. Don spent four years in the Marine Corps and then became a mechanical engineer in the oil and gas business. Don joined the insurance industry in 1984 with Lutheran Brotherhood. As an agent Don achieved MDRT for all of his four years as an agent. He moved to Agency Management in 1989 and was a General Agent for thirteen years. Don achieved numerous industry and company awards during that time. Don has a wife Barbara, a son, Davin, who also is an associate of the agency, and daughters Megan and Dayna. Don also has four grandchildren. Don Jader is a Registered Representative of and offers securities, investment advisory and financial planning services through MML Investors Services, Inc., member SIPC, 17550 N. Perimeter Dr., Suite 450 , Scottsdale, AZ 85255. 480-538-2900.
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David M. Lavin CLU, ChFC, CLTC
Associate General Agent - Director of Brokerage, Training & Long Term Care
Business Phone: 480-538-2967
Email Address: dmlavin@finsvcs.com
Dave entered the financial services industry in 1977. He came into this business from the field of education where he was a teacher, department head and high school principal. During his time in personal sales production, Dave won numerous company and industry awards. His experience since has focused on the career development of agents and sales management. He has held positions in sales management and sales training at both the agency and regional level. He has been an LUTC course moderator and is a certified continuing education instructor. Dave is an active member of the National Association of Insurance and Financial Advisors, the Society of Financial Service Professionals, and is a past president of the Greater Phoenix Association of Health Underwriters. Dave and his wife, Elaine, live in Scottsdale and have 2 children and 5 grandchildren.
David M. Lavin is a Registered Representative of and offers securities, investment advisory and financial planning services through MML Investors Services, Inc., member SIPC , 17550 N. Perimeter Dr., Suite 450, Scottsdale, AZ 85255. 480-538-2900.
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Bruce Lukowiak CLU
Assistant General Agent
Business Phone: 480-538-2985
Email Address: blukowiak@finsvcs.com
Born and raised in New Jersey, Bruce graduated from Rutgers University with a degree in International Finance. He started his career as a stockbroker for Bache & Co in New York City. He spent 18 years as Senior Vice President-Finance for Mutual Benefit Life in Newark, New Jersey. Bruce then moved to State College PA as the Chief Financial Officer for the Pennsylvania Agency with offices in Pittsburgh, Harrisburg, Philadelphia and State College. In 1991, the Agency became affiliated with Mass Mutual. In 1995, Bruce and his family moved to Scottsdale to open a Western Regional Office for Mass Mutual serving 26 agencies. Upon retiring from Mass Mutual in 2004, Bruce joined The Dollarhide Financial Group LLC as Assistant General Agent.
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James L. McDaniel
Brokerage and Strategic Alliance Director - New Mexico
Business Phone: 505-798-2555
Email Address: jmcdaniel@finsvcs.com
Jim has been in the life insurance business since 1974. He received his Bachelor of Science degree in Marketing with a minor in Economics. Jim opened his business in Louisiana and had his own private practice for 25 years. During that time, Jim was a frequent qualifier for the Million-Dollar Round Table.
Jim’s practice has placed a strong emphasis on business insurance and estate planning. He has been a member of the National Association of Insurance and Financial Advisors, as well as a member of the Estate Planning Council.
Jim moved to New Mexico in 1996 and has state responsibility for Brokerage and Strategic Alliance Management for MassMutual. Jim works with a few select brokers in Albuquerque and Santa Fe, as well as the balance of the state. He works with their clients primarily in the field of Estate Planning and Business Insurance Planning.
Jim and his wife of 37 years have 3 children and five grandchildren. He enjoys golf, Community Theater and L.S.U. and Saints football.
James McDaniel is a Registered Representative of and offers Securities, Investment Advisory and Financial Planning Services through MML Investors Services, Inc., member SIPC, 17550 N. Perimeter Dr., Suite 450, Scottsdale, AZ 85255. 480-538-2900.
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Julie Yows
Associate General Agent
Business Phone: 480-538-2960
Email Address: jyows@finsvcs.com
Julie Yows is the Associate General Agent for The Dollarhide Financial Group, LLC. She has been with the firm for more than 12 years and has been responsible for many roles within the agency. In addition to her position with the agency, she’s also the President of Dollarhide Mortgage & Lending, Inc. A mortgage brokerage firm which offers quality lending solutions to the clients and associates of the agency. Julie has lived in the Valley of the Sun for more than 45 years and has a 23 year old daughter.
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