A Retirement Discussion

Mark joined Financial Services of America (FSA) in 1993 after graduating from Western University with a Bachelor of Business Administration degree in Finance. He is a Senior Executive Vice President and has over 25 years of experience in the industry. Mark holds many securities licenses including Series 6, 63, and 65 through Independence Capital Company (ICC), and is a licensed life insurance and annuity agent. He is also a licensed agent with the State of Michigan in property and casualty. Mark is a Chartered Retirement Planning CounselorSM, CRPC® professional through the College for Financial Planning, which acknowledges his understanding of significant senior issues such as Estate Planning, Investment and IRA Strategies, Tax Planning, Medicare and Medicaid Planning, Risk Planning, Asset Allocation, and 401(K). He is also an Investment Adviser Representative through ICC and FSA Advisors.

Mark is very enthusiastic and passionate about creating and implementing sound financial strategies that help his clients accomplish their insurance, estate, financial and tax goals. When he is not at work, Mark spends quality time with his son and is active in the community. He has served many years as a football coach.

Michael graduated from Oakland University with a Bachelor of Arts degree in Communications. He began his career as a Mortgage Consultant prior to joining Financial Services of America (FSA) in 2008. In addition to his life and health, property and casualty insurance licenses, he holds Series 6, 7, 63 and 65 securities licenses through Independence Capital Company (ICC). He also is a Chartered Retirement Planning CounselorSM, CRPC® professional through the College for Financial Planning, an Investment Adviser Representative through ICC and FSA Advisors and holds the Professional Plan Consultant® (PPC®) designation.

Throughout his career at FSA, Michael has been recognized for his hard work and outstanding service. He is most passionate about helping families and businesses make well informed decisions.

John graduated from Michigan State University with a Bachelor of Science degree in Dairy Science and later graduated from Purdue University with a Certificate of Completion for Estate Conservation and Business Insurance. John began his career in the insurance and financial industries where he worked for over 35 years prior to joining Financial Services of America (FSA) in 2013. He an Investment Adviser Representative through FSA Advisors. John is passionate about protecting seniors and their estates allowing them to fully enjoy their retirement.

John’s most important accomplishments thus far would be establishing foundations and international philanthropic organizations for the betterment of the people of the world. When he is not at work, John enjoys working as a missionary to single moms and orphans.

Living in Metamora, MI with his beautiful wife and 2 kids, Jason brings over 20 years of marketing expertise Retirement Academy 101 and it's parent company, Financial Services of America. After attending Adrian College and working in advertising for the automotive industry for 10 years, Jason started at Financial Services of America in 2010 and has since helped position FSA into one of the leading retirement planning firms in Michigan.