Prior to starting his own business, Rick Willard worked in the Large Corporate Marketing division of Massachusetts Mutual Life Insurance Company, where he advised corporations on executive benefit programs.
Rick earned his degree in Business Administration and Accounting from Western New England College in Massachusetts. He is active in his community, and has served as Chairman of one of the areas largest community events, the Wilbraham Peach Festival. He has served as the Director of the East Longmeadow Exchange Club and Vice President of MassMutual's chapter of Toastmasters International.
Rick resides in Wilbraham, Massachusetts with his wife Brenda.
James D. Percy, J.D., CLU, ChFC, is the newest member of the team. He is a retired second vice president and associate general counsel of Massachusetts Mutual Life Insurance Company (MassMutual) and has extensive experience in the federal tax and regulatory aspects of business and compensation planning and estate planning.
Percy received his bachelor's degree from Tufts University and his law degree from the University of Connecticut Law School. Prior to joining MassMutual in 1984, he was an associate counsel for 10 years in the Estate and Business Planning Division of Phoenix Mutual. Percy has written for several national publications, including CCH Financial and Estate Planning, and Financial and Estate Planners Quarterly. He has spoken at numerous seminars throughout the country and has taught the CLU Estate and Gift Taxation Course. Percy is a former president of the Western Massachusetts Chapter of the Society of Financial Services Professionals and is currently a member of its board of directors.
Christopher Mingolla has been with Willard Financial Group since 2001. Prior to coming to the firm, Chris worked in sales. He earned a degree in Business Administration and Marketing from Westfield State College in Massachusetts.
Chris has extensive experience conducting roundtables and leading educational seminars for business owners.
He enjoys sports and giving back to the community as a coach of a 7th/8th grade football team in Wilbraham, Massachusetts.
Rickey S. Willard is a Registered Representative of and offers securities products, investment advisory and financial planning services through MML Investors Services, Inc., member SIPC.Supervisory Office: 330 Whitney Avenue, Suite 600, Holyoke, MA 01040, Tel: (413) 539-2000. Willard Financial Group is not an affiliate of MML Investors Services, Inc. or MassMutual. Insurance offered through Massachusetts Mutual Life Insurance Company (MassMutual) and other fine companies.