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 CPA’s or Attorneys.
Our services include: (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.
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 ongoing service.
My Personal Interest:
I was born and raised in Kettering, OH and currently reside in Blue Ash, 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.
Director of Financial Planning
Phone: 937-949- 9301
My passion in the financial industry is in helping to educate clients and put their mind at ease about any possible solutions or changes made to get them comfortable for retirement and life’s goals. I enjoy working and creating personal relationships with people and getting to know them in order to have a solid long term relationship built on mutual respect and confidence that covers any needs or concerns that may arise.
I started in the financial industry in 2012 as an advisor with a large insurance company working directly with clients. Over the years I have obtained the Series 7 & 63 Securities registrations, Life & Health License, Property & Casualty License, as well as becoming a Certified Financial Planner with the CFP® Board. I then moved to a wholesaling position with another large insurance company and worked closely with financial advisors directly operating out of banks located throughout the country. I then moved to another client-oriented position with Fidelity Investments, which ultimately has created a broad knowledge base and experiences to bring a lot to the table for clients.
As Director of Financial Planning I work closely with the team here at Secure Future Advisors to assist in planning construction and implementing solutions for clients to make sure they are best positioned for whatever the future brings. Through getting to know the client on a deeper level we can confidently implement strategies to cover a range of client concerns, goals and aspirations.
I was born and raised in Cincinnati, OH and still reside there in Delhi. I attended the University of Cincinnati with a degree in Accounting. I enjoy spending time with my wife Erin and our twin boys. In my free time I enjoying heading to the gym, shooting/outdoor activities, taking a ride on my motorcycle, reading primarily military history/autobiographies or political commentary. I have a passion for music and enjoy going to concerts whenever time allows.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.