Agency Management Team
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Jeffrey C. Dollarhide CFP®, CLU
President, CEO & Managing Partner
Business Phone: 480-538-2997
Email Address: jdollarhide@FinancialGuide.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 and investment advisory through MML Investors Services, LLC, member SIPC, 17550 N. Perimeter Dr., Suite 450, Scottsdale, AZ 85255. 480-538-2900.
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Ali Anderson
Director of Marketing
Business Phone: 480-538-2979
Email Address: alianderson@FinancialGuide.com
As The Dollarhide Financial Group's Director of Marketing, Ali Anderson is responsible for developing and executing marketing strategy for both the agency and its associates. She successfully integrates interactive pieces like online and viral marketing with traditional public relations and community involvement to increase brand awareness and grow the firm's customer base. Ali was born and raised in Massachusetts but moved to Arizona to attend Arizona State University in 2007. She graduated with a B.S. in Business Management specializing in Entrepreneurship from The W.P. Carey School of Business in 2010.
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Ryan Klose
Vice President, Investments & Variable Annuities
Business Phone: 480-538-2949
Email Address: rklose@FinancialGuide.com
Ryan Klose has been in the financial services industry for 15 years. Ryan is an alumnus of Arizona State University 1994, with a BS in Finance. He services client assets for wealth creation, wealth protection and wealth distribution for over 250 families throughout the country. Along with managing his current clients, he is also responsible for overseeing the investment division for over 80 associates at the Dollarhide Financial Group. Prior to joining the Dollarhide Financial Group, Ryan was a Senior Vice President of Investments at AIG Financial Group, and Vice President of Investments at Piper Jaffray, where he was recognized as one of “Arizona’s Premier Financial Advisors” in 2004 and 2005. Ryan specializes in portfolio construction, retirement planning, college funding and asset protection. His investment philosophy is based on strict asset allocation to help reduce risk, and maximize probability of achieving his clients’ financial goals. He believes financial planning is a process, not an event. Ryan currently holds a Series 7, Series 8, Series 66, Series 65 and 63 securities licenses, as well as both life and health insurance licenses. He currently resides in Scottsdale, AZ with his wife Kelly, and two children, Ethan (6) and Avery (4).He enjoys golf, playing music and travel with his family. He is also active in the Sun Angel Foundation for ASU athletics. Ryan Klose is a Registered Representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, member SIPC, 17550 N. Perimeter Dr., Suite 450, Scottsdale, AZ 85255. 480-538-2900.
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Dave Kroll CLU, CHU, ChFC
Vice President
Business Phone: 480-538-2964
Email Address: dkroll@FinancialGuide.com
Dave Kroll, CLU, CHU, ChFC, has been a leader in the Financial Services industry for the past 28 years. Before joining The Dollarhide Financial Group, LLC Dave held the position of Managing Associate at New England Financial. Dave's education, experience, and management style have attracted many associates who have gone on to become recognized leaders in both the industry and community. Dave is an active member of NAIFA and the American Society of Chartered Life Underwriters and Chartered Financial Consultants. Dave is happily married to his wife Margie with whom he has three successful and driven children, Melissa, Jonathan, and Jasmine. Dave Kroll is a Registered Representative of and offers securities and investment advisory through MML Investors Services, LLC,member SIPC, 17550 N. Perimeter Dr., Suite 450, Scottsdale, AZ 85255. 480-538-2900.
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David M. Lavin CLU, ChFC, CLTC
Vice President, Agency Brokerage, Training, & Long Term Care
Business Phone: 480-538-2967
Email Address: dmlavin@FinancialGuide.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. 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 and investment advisory through MML Investors Services, LLC, member SIPC , 17550 N. Perimeter Dr., Suite 450, Scottsdale, AZ 85255. 480-538-2900.
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James L. McDaniel
Director, Brokerage and Strategic Alliances - New Mexico
Business Phone: 505-798-2555
Email Address: jmcdaniel@FinancialGuide.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. 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 through MML Investors Services, LLC, member SIPC, 17550 N. Perimeter Dr., Suite 450, Scottsdale, AZ 85255. 480-538-2900.
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Kirby Pederson
Agency Compliance Officer
Business Phone: 480-538-2918
Email Address: kpederson@financialguide.com
Kirby Pederson is the Agency Supervisory Officer at the Dollarhide Financial Group, LLC. As ASO his job is to ensure that the agency conducts business in a compliant and regulatory manner. He initially joined the Arizona agency in Spring 2010 as an intern. He holds the following FINRA registrations: Series 7, Series 66, Series 24, and Series 53. Kirby was raised in Southern California but moved to Arizona to attend Arizona State University in 2006. He graduated with a B.S. in Finance and an International Business Certificate from the W.P. Carey School of Business in 2010.
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John Pruitt
Brokerage Director & Life Specialist
Business Phone: 480-538-2957
Email Address: jpruitt@massmutualbrokerage.com
John Pruitt
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Julie Yows
Director, Agency Operations
Business Phone: 480-538-2997
Email Address: jyows@FinancialGuide.com
Julie Yows is the Director of Agency Operations 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. 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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