Phone: 937-853-7529Email: firstname.lastname@example.org
Mark founded Secure Future Advisors and Secure Future Tax Advisors to help small business owners, successful professionals, pre-retirees and retirees build a secure future. Mark views himself as a an “ADL Coach” for his clients. He develops a unique plan to preparing every client for their three phases of life: accumulation, distribution and legacy.
Mark graduated from The Ohio State University and worked at Northwestern Mutual for several years before deciding to become an independent financial planner. He is actively involved with the Million Dollar Round Table (MDRT) where he has been a qualifying member for 23 consecutive years (1996-2018) with 7 Top of the Table (TOT) qualifications (top 1%) and 7 Court of the Table (COT) qualifications (top 6%). In addition, he is a board member at a Child’s Hope International, a ministry focused on orphans and starving children. For the past ten years, Mark has been a participant in the Strategic Coach Program “for entrepreneurs”. Mark enjoys the insights from Warren Buffet and incorporates those in both his personal and professional life.
Mark is from 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 26 years, and have 9 children, 3 of which are siblings adopted from Ethiopia. Together, the family raises miniature donkeys, along with chickens, turkeys, ducks, bees, horses and dogs.
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Phone: 937-853-7527Email: email@example.com
Lindsey is passionate about helping every client achieve their financial goals. She enjoys planning educational events and assisting with special projects that help clients gain better insight and control over their financial lives. Lindsey also oversees the day-to-day office operations, processing of new accounts and client service related transactions.
Lindsey has more than twelve years of experience in the financial services industry along with her Ohio State Life and Health license and FINRA Series 6 securities registration. She is a long time Dayton resident and graduated from Centerville High School. Lindsey received her B.A. in Theatre from The Ohio State University and received her M.B.A with a concentration in Project Management from Wright State University.
Lindsey currently lives in Kettering, Ohio with her husband and their twin daughters. In her free time, Lindsey loves to travel, camp, decorate and refinish furniture.
My Passion: 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.
My Expertise: 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.
My Role: 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.
CLIENT EXPERIENCE COORDINATOR