At Bluecrest Financial Alliances, we strive to assist you in understanding your financial options in this ever-changing world. We start by assessing your financial situation and we listen to your needs and goals to learn more about your objectives. Then, we work as a team to create a financial strategy designed just for you and creating legacies along the way.

Based in Dallas, we are a comprehensive financial services agency, with a clientele of thousands of local individuals, families, and businesses served through our network of financial professionals.
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Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, Member SIPC (www.sipc.org). Supervisory Office: 14241 Dallas Parkway, Suite 1200, Dallas, TX 75254, Phone: 972-348-6300.

Licensing: https://www.bluecrestfa.com/

Banking

Finance

Insurance

Bluecrest Financial Alliances

Jason Bach

Key Bennett

Justin Miller

Joshua Ozaras

Eric Flores

Anna Kate Sundvold

Wes Flores

Tim Smith

Mike Muncy

Helen Maley

Daniel King

Christian Estrada

Robin Skillingberg

Mike Pendergrass

Mike Cogliano

Kyle Siegel

Daniel J. Drabinski

Shey Stegall

Brandon Story

The Business Coordination and Planning team at Bluecrest Financial Alliances orchestrates the integration of new client engagements, ensures streamlined communication between financial advisors and clients, and oversees the development and implementation of customized financial strategies, including business and estate planning services. This team also provides support for comprehensive financial planning to help clients achieve their financial goals.

Business Coordination and Planning

Financial Services Team

Leadership Team

Business Coordination and Planning

About

Team members

Other teams at Bluecrest Financial Alliances

Financial Services Team

Leadership Team