Phone: 937-853-7529Email: email@example.com
I believe that facts beat opinions 100% of the time! Studies show that most people spend more time planning a two-week vacation, rather than the next 20-30 years! Mark founded Secure Future Advisors and Secure Future Tax Advisors to help small business owners, successful professionals, pre-retirees, and retirees build a more secure future.
We implement unique planning processes to address the three (3) phases of life: (1) Accumulation (2) Distribution (3) Legacy These processes begin with a candid conversation, so we can “get acquainted”, and incorporate your ideas and desires. This results in a personalized “Blueprint”, which is easy to understand with practical, tax-efficient investment and insurance solutions.
Proper planning should address your personal, family, career, spiritual and financial objectives. My unique ability is to understand and implement a plan which brings more confidence and clarity to these areas of your life.
My Personal Interests:
Mark graduated from The Ohio State University, and started his financial services career with Northwestern Mutual, before deciding to become an independent financial advisor in 2005. He is actively involved with the Million Dollar Round Table(MDRT), where he has been a qualifying member for 23 consecutive years (1996-2018). He has earned 8 Top of the Table(TOT) qualifications and 7 Court of the Table(COT)qualifications (top 6%).
For the past 12 years, Mark has been a participant in the Strategic Coach program, designed for entrepreneurs. Mark enjoys the insights from Warren Buffett and incorporates his wisdom in both his personal and professional life.
Mark was born in Dayton, Ohio and currently resides on a small family farm of 10 acres in Waynesville, Ohio. He and his wife, Kelly, have been married for 27 years, and have 9 children, 3 of which are siblings adopted from Ethiopia. Together, the family raises miniature donkeys, chickens, horses, and bees. Mark is a Board Member of a Child’s Hope International, a ministry focused on orphans and children around the world.
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Phone: 513-646-7998Email: firstname.lastname@example.org
My intention is to bring light, confidence, and clarity to the financial affairs of our clients. I strongly believe that business owners and individuals will fare better with the assistance of a competent and caring financial professional. I chose this profession to help people and serve others. My process is founded on the principles of honesty, integrity, and relationships.
Our process starts with a candid conversation to answer any questions, identify needs, and prioritize goals to improve our current client’s financial situation. During this process, we look to work in conjunction with any other advisors such as CPAs or Attorneys for tax or legal advice.
I have been in the financial services industry since 2002. I am passionate about seeing my clients steward their money well. By doing so, it allows them the ability to be generous towards the people and purposes that they believe in.
My expertise includes: (1) Retirement Income planning (2) Tax Diversification (3) Business succession planning (4) Life & Disability insurance (5) Portfolio construction and investments (6) Comprehensive healthcare planning during retirement (7) Executive benefits (8) Christian Financial Strategies (9) Sustainable and Responsible Investing & (10) Charitable Giving.
Much of my professional experience includes 15 years in healthcare, long-term care, and financial planning. As a seasoned veteran in the financial planning business, our clients receive reliable advice, a fully customized financial plan, and ongoing education and service.
My Personal Interest:
I was born and raised in Kettering, OH, and currently reside in Maineville, OH. I attended the University of North Carolina on a football scholarship and was a Captain my senior year. I had a short stint in the NFL and one season playing Arena Football. I am actively involved in my church, and I enjoy cooking, fishing, exercise as well as spending time at Lake Cumberland with family and friends.
It is my hope to continue growing my business, serving others, and building relationships that last a lifetime.
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DIRECTOR OF OPERATIONS
Phone: 937-853- 7527Email: email@example.com
I am genuinely passionate about forming highly personable, effective relationships with our clients. When your become a client of Secure Future Advisors or Secure Future Tax Advisors, you are part of our family. I enjoy servicing all needs and requests of our clients, helping them to achieve their goals and objectives, both personally and financially. Our team’s mindset is to bring confidence and clarity to your future.
My financial services career began in 2005 as a bank teller with a regional bank. I was promoted and proceeded to work in the bank’s investment company as a Sales Assistant, supporting many advisors and their operations. I have obtained my State of Ohio Life and Health license and FINRA Series 6 securities registration. In 2016, I joined Secure Future Advisors as Director of Operations. Currently, I lead this team, leveraging my experience and leadership, to deliver an “above and beyond” client experience.
As Director of Operations, my role is to assist our clients and advisor group, as we use our unique planning process to help professionals, retirees and business owners build a more secure future. In addition, I oversee the day to day office operations, processing of new accounts, and client service requests. Since we believe in a “lifetime learning culture”, I am responsible for planning our “Wisdom Builder Advocate” client educational events.
My Personal Interests
I have resided in Dayton, Ohio for many years, and attended Centerville High School. I received my B.A. degree in Theatre (Costume Design) from The Ohio State University and received my M.B.A degree (Project Management) from Wright State University. In my free time, I enjoy travelling and camping with my husband and twin daughters. My hobbies including crafting, home renovation projects and refinishing furniture.
FINANCIAL PLANNING ASSOCIATE
Phone: 937-949-9301Email: firstname.lastname@example.org
The advisory team at Secure Future Advisors helps our clients bridge the financial gap between their current situations and their desired outcomes. This process involves building relationships, having candid conversations, and implementing financial plans. I am truly passionate about the back office work that goes into drafting and implementing these plans, organizing and analyzing data, and providing client service.
I graduated from Cedarville University with honors in December of 2021. I studied Economics, and took elective classes in Finance and Law. I will soon be obtaining my FINRA Series 7 and 65 licenses in order to further my understanding of the finance industry. However, much of what I will learn in the near future will come from working alongside and serving our advisory team.
As a Financial Planning Associate, my role is to assist our advisor group in all facets of the client relationships and financial planning workflow. I provide client relationship support through gathering and analyzing client data, preparing preliminary financial plans and other client deliverables, as well as handling client service requests. In doing so, I assist in continuing to provide our clients with the best service possible.
My Personal Interest
I was born and raised in Miamisburg, Ohio and still currently reside there. I recently graduated from Cedarville University where I majored in Economics and minored in Bible. In my spare time, I enjoy reading non-fiction books, particularly those on political science and history. I also enjoy spending time outdoors doing things like hiking or water sports. Lastly, I enjoy watching my favorite NFL team, the Cleveland Browns.