Our Team

My Team

At MassMutual Tristate, my team and I are a full service wealth management strategy firm. We provide and serve a solutions oriented approach, committed to providing our clients with the most thoroughly researched guidance in the industry.

Our vision is to exceed expectations by providing the highest level of client service.

Our Values

Integrity. By putting our clients first, we help ensure they are prepared for their financial futures.
Flexibility. Every client is a unique individual with their own unique point of view. We respect that.
Commitment to Excellence. Small steps each day can lead to big strides overtime.
Humility. Our clients entrust us with their most important financial decisions. Nothing could be more humbling.
Gratitude. We strive to leave every client situation better than we found it. It’s the least we can do.

Bellaria Jimenez, CFP®, MBA

CERTIFIED FINANCIAL PLANNER® practitioner

Gerry Silberman

Investment Director

John Bucsek

CERTIFIED FINANCIAL PLANNER® practitioner

Richard Caruso

Vice President of Compliance

Tammy Kerner

Financial Planner | Investment Advisor Representative

(201) 694-3603

(201) 712-0383

tkerner@financialguide.com

Understanding Me 10 plus years in the Financial Services Industry Education: Syracuse University, BS in Retailing and Marketing Resides in Fairfield, CT with husband, Jordan 2 Children – Alexa and Josh Member of Women in...