My Team
Michael (Shad) Robertson, CFP®, CLU®
Agency Partner
Shad Robertson began his career in the life insurance business in 1993. Since then, he has been a sales manager, a General Agent, and in private practice as a financial services professional. Shad enjoys working with his clients by taking a look at the total financial picture in order to provide sound advice in all areas of their financial needs. Shad graduated from Texas Tech University with a Bachelor of Business Administration in Finance. In 2000, he obtained his certification as a Certified Financial Planner, as well as receiving the designation of CLU from The American College.
Born and raised in Big Spring, Texas, Shad and his wife Angela currently reside in Weatherford, Texas, with their two children, daughter Karley and son Braden. Like many Texans, Shad enjoys hunting and fishing in his spare time, as well as spending time with his family.
Ryan Hill
401k/Pension Specialist
Ryan Hill graduated Cum Laude from Stephen F. Austin State University in Nacogdoches, Texas, in 1998, with a BBA degree in Business with a concentration in Finance. Ryan joined the financial services industry in 2001 after acquiring an extensive management background with one of the country's leading retail organizations. His industry specialization includes providing personal advisory services to business owners and executives. Ryan also provides specialization in qualified plans. In 2007-08 he attended a two year “401k Coach” program to help build his expertise and systems around the 401k Industry. He has put together a team of people & resources to support his “6-Step Retirement Plan Solution Process”. Ryan is also the 401k/Pension Specialist for the Massachusetts Mutual Life Insurance Company (MassMutual) Dallas-Ft. Worth General Agency.
Catherine Patrick, CFP®
Director of Wealth Management
Catherine is the Director of Wealth Management and Financial Planning for our team. She is an integral part of our asset allocation and planning discussions, and is able to lean on her years of experience to provide independent, well thought out solutions to a clients' planning needs. Prior to joining MassMutual she was a Retirement Education and Communication Consultant for Milliman. She also served as a Retirement Relationship Manager for Bay Colony Partners and as an Investor Relations Manager for NASDAQ. She is a graduated of Texas A&M, and has earned the right to use the Certified Financial lanner designation.
Judy Oginsky
Agency Compliance Administrator
Judi Oginsky has been with MassMutual Dallas – Fort Worth since 2004, and has worn many hats since she arrived. Judy is a pleasure to work with because of her positive attitude and undying enthusiasm. When she isn't in the office, she is probably out enjoying one of her many favorite leisure activities such as golfing, skiing, cooking, playing tennis or traveling. She was born in Brooklyn, NY, and was raised in Texas. She and her husband have three children and two grandchildren.
Jason Bach, CFP®
General Manager, MassMutual Dallas – Fort Worth
Jason R. Bach joined MassMutual Dallas – Fort Worth in the summer of 2010 and serves as the General Manager. Before coming to MassMutual Dallas – Fort Worth, Jason was with Capital Financial Group, LLC, also a general agency of MassMutual.
Jason is a graduate of Florida Atlantic University where he majored in Finance. An alumnus for Delta Sigma Pi and the Financial Management Association, he has also obtained the Certified Financial Planner designation. Jason resides in Plano, TX, with his wife and their two children. When he isn't spending time with his family, church, or work, he likes to squeeze in a game of golf.
Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC Member SIPC www.SIPC.org Supervisory address: 14241 Dallas Parkway, Suite #1200 Dallas, TX 75254 972.348.6300