Currently an Agent Emeritus working with clients across the nation, Mr. Davies provides high net worth counseling with a focus on tax efficiency and intergenerational transfers of wealth.
A native of Los Angeles, Mr. Davies has been associated with MassMutual for 38 years. After receiving a B.A. from the University of Southern California in 1972, he joined the company as a full-time agent and became a life member of Million Dollar Round Table in 1979.
Mr. Davies became General Agent of MassMutual’s Los Angeles Agency in 1982, and during his tenure, individual life insurance in force in the agency nearly tripled to more than $2.9 billion.
In 1994, Mr. Davies joined MassMutual’s Home Office as Executive Vice President of the Individual Protection Business Division. Under his leadership, premium revenue increased from $1.4 billion to $3.4 billion and the largest mutual insurance company merger was completed between MassMutual and Connecticut Mutual.
Among his industry and community service affiliations, Mr. Davies is a member of the Board of Directors of Westfield State College Foundation, the Board of Governors of the Hugh O’Brian Youth Foundation, and a past member of the Board of Directors of the Los Angeles Boy Scouts of America, Life Underwriter Training Council and the U.S. Chamber of Commerce. Currently he is a member of the of Berkshire Hills Bancorp, chairing the compensation committee.
In 1988, Pepperdine University awarded Mr. Davies an honorary doctor of philanthropy degree for his community service.
Mr. Davies and his wife, Sharon, have three children. They reside in Westfield, Massachusetts.
Roger W Rodas is a Senior Vice President and Wealth Management Advisor. Roger has been with the firm 20 years. He holds a degree in Finance and earned the CFP designation, Certified Financial Planner, and PFP designation, Personal Financial Planner. He also earned the CIMA designation, Certified Investment Management Analyst, and the ISC certification, Investment Strategist Consultant, both credentials he achieved at The Wharton School of Business. He has since also completed his formal Investment Management Education by achieving the Wharton Certificate of Professional Development. Roger was recognized on Barron’s “America’s Top 1000 Advisors” list in 2010, 2011, 2012, and 2013.
Roger currently manages just under $1 Billion in total assets for his clients.
Sue Cheng serves as board member and CFO of Dalian American International School and the Honor Roll (Dalian) Limited Company in Dalian, China overseeing these two company’s finances. She has gained extensive insight into doing business in China. Sue graduated from UCLA with a degree in Business Economics. Immediately after graduation, Sue was employed by Mobil Oil. After being in the oil industry, Sue began her career in banking specializing in Real Estate and Construction Financing. After leaving the banking industry, Sue was employed by a Taiwanese investment and development company where she oversaw its US operations for over 16 years investing in various US real estate development projects. She still serves as the Senior Vice President. Sue serves on the Executive Committee of the American Chamber of Commerce China – Dalian. She served as board member for Arcadia Christian School and Logos Seminary Foundation in Los Angeles, Ca, and FHG Investments, Inc in Irvine, Ca.