TMG Timeline

  • Sawyer honored with prestigious Freshman Five Award from MassMutual

    The MassMutual Financial Group recently announced that Charlotte Jane Sawyer of The Meltzer Group has received the Massachusetts Mutual Life Insurance Company’s (MassMutual) national Freshman Five award as one of its top five first-year agents. The award recognizes individuals who have achieved the highest levels of all-around sales and service performance in their first year representing MassMutual. MassMutual has a field of more than 4,000 agents, but only five are selected to receive this award. “We knew when Charlotte joined our team that she brought an impressive track record, so we expected her to hit the ground running” Alan Meltzer, CEO and Founder of The Meltzer Group, explained. “Charlotte’s knowledge of the insurance industry and ability to easily relate to clients is what sets her apart, and this award reflects her strong work ethic and attention to detail that we’ve seen from day one. This is a well-deserved recognition for her.” Sawyer, who had been in the insurance field for over 13 years prior to joining The Meltzer Group, previously litigated complex insurance coverage issues in Louisiana and throughout the U.S. She also counseled insurance carriers in connection with disputes at the commercial and personal lines level. Sawyer’s background as an insurance coverage attorney provides her with a unique perspective in assisting individuals and businesses to obtain the proper type and amount of insurance coverage to help protect their business and personal assets. ABOUT MASSMUTUAL Founded in 1851, MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. The company has a long history of financial strength and strong performance, and although dividends are not guaranteed, MassMutual has paid dividends to eligible participating policyowners consistently since the 1860s. MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. MassMutual is headquartered in Springfield, Massachusetts. ABOUT THE MELTZER GROUP Founded in 1982 by Alan Meltzer, The Meltzer Group is a diversified comprehensive insurance and brokerage advisory practice specializing in life insurance, health and welfare services, retirement plan consulting, property & casualty insurance and wealth management. Beginning with just a single insurance agent, we’ve grown to become an industry-leading company with nearly 200 dedicated employees spread across six offices in three states. Utilizing exceptional service and innovative problem-solving, our devoted professionals believe that our clients’ needs and desires are the most important factors in the insurance and financial management process. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. (6500 Rock Spring Dr, Bethesda, MD 20817, (301) 581-7300.) MassMutual Financial Group® is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives CRN201902-208205

  • 2013


    The new and improved, and company logo are introduced

  • 2011

    Alan Meltzer is inducted into the Washington Business Hall of Fame See Alan's induction video

  • 2007


    Michael Hoch joins the Meltzer Group as the lead Financial Advisor of Meltzer Private Client Services.  With the addition of Michael and the MPCS team, The Meltzer Group solidifies it's place as a one-stop-shop for all matters related to your financial life.

  • 2006


    Jessica Espinoza joins the Meltzer Retirement Plan Services division.  She has been instrumental in the exponential growth of the division and has helped MRPS become a thought-leader within the retirement plan consulting industry.        

  • 2004


    Consolidation of all employees in new office; Stuart Tauber joins the firm

  • 2003


    Katie McLaughlin joins The Meltzer Group within the Group Benefits division.  Katie has been a leader in the company since her first day and always utilizes her competitive spirit to better the company, whether it's developing new business opportunities for the Small Group division or fielding the best team possible for the annual JDRF Real Estate Games.  

  • 2002


    Andrew Prevost joins The Meltzer Group and shortly thereafter launches Meltzer Retirement Plan Services with the mission of providing an innovative, consultative program for retirement plan sponsors.  

  • 2001


    The Meltzer Group is acquired by National Financial Partners; Meltzer Karlin Property & Casualty and Meltzer Group Benefits - Small Group are created.

  • 1999


    Jack Abel becomes President of Meltzer Group Benefits, which continues to achieve consistent annual growth and is recognized as one of the Largest Employee Benefits Administrators in the Washington Metro Area by the Washington Business Journal.

  • 1996


    Jaclyn Lorden joins the firm in the Group Benefits division.  Since that time, Jaclyn has worked up through the ranks of the firm, exhibiting tremendous dedication to get to her current position as Senior Vice President of Meltzer Group Benefits - Small Group.

  • 1993


    Meltzer & Associates creates Group Benefits subsidiary, JEMM Group Insurance

  • 1990


    Billy Karlin joins The Meltzer Group as a producer in the Group Benefits division.  His experiences in that role assisted in the development of Meltzer Karlin Property & Casualty, where today he serves as the division's President.

  • 1988

    Alan Meltzer receives 1st of 18 MassMutual Agent of the Year Awards

  • 1985

    Meltzer & Associates moves to Silver Spring

  • 1984


    Greg Carroll joins Meltzer & Associates

  • 1982

    Alan Meltzer establishes Meltzer & Associates

  • 1978


    Alan Meltzer begins his insurance career with MassMutual


Founded in 1982 by Alan Meltzer, The Meltzer Group has grown from a single insurance agent to an industry-leading company with nearly 200 dedicated employees in six offices. Through exceptional service and innovative problem-solving, The Meltzer Group has expanded its business across five divisions, offering life insurance, group benefits, investment services, retirement plan services, and property and casualty products.