Who We Are

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For nearly 20 years, Mark has been a leader in the financial services industry providing retirement income services to families, businesses and teachers throughout the Midwest. His extensive academic study focuses on retirement income planning strategies for baby boomers, which ultimately led to the creation of a software package designed to maximize retirement income streams.

He is also the co-founder of a financial services partnership formed to study and find strategies to combat the low levels of retirement income sources for the current generation of workers. His work and expertise guided a project that produced an industry-first product strategy that is currently being used by thousands of financial professionals across the country to provide retirement income stability for their clients.

As the Director of Ohio Operations for the Financial Education Partnership, one of the largest and fastest-growing 501(c)(3) nonprofits in the country, Mark is passionate about improving retirement income literacy. He is a frequent speaker to groups of all sizes of and co-hosts a radio program aimed to increase awareness on a broad array of industry-related topics.

He also believes strongly in his work with teachers as clients. Growing up, both of his parents were teachers, and he quickly learned how underserved educators are, both in their retirement vehicles and in their access to information.

Once he began working in financial services, it became evident that teachers lacked ethical and competent advice specifically geared toward the tools they have available to them. Teachers constantly give to their communities without asking for anything in return, and Mark sees his ability to guide them toward retirement as his chance to return the favor.

Always seeking to better himself through his own education, Mark is a graduate of the Max M. Fisher College of Business at The Ohio State University. He currently lives in Columbus with his wife and three wonderful children.

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Eric has been an advocate for clients of the financial services industry for 25+ years, providing retirement income services to families and businesses throughout the country. Helping community members in all stages of retirement income planning, Eric is dedicated to assisting those who don’t want to outlive their income. He continues to inform current and future retirees on crucial topics impacting them today, including the fees they might be paying, risk tolerance and how to be as tax efficient as possible.

Eric’s focus on retirement income planning strategies for future retirees ultimately led to him becoming the co-creator of Income Perspectives, a software package designed to inform employees on how to maximize retirement income streams. His product development expertise also drove a project that built an industry-first product that is currently being used by thousands of financial professionals across the country to provide retirement income stability to their clients.

Eric is an Educator for the Ohio Operations of the Financial Education Partnership, one of the largest and fastest-growing 501(c)(3) nonprofits in the country. He provides countless workshops to his community in an effort to increase financial literacy. He is also the co-host of The Financial Insider radio program, aimed to increase awareness on a broad array of industry-related topics.

An educator himself in the financial sector, Eric takes great pride in his ability to help educators in our communities. With a goal to provide service to those who need it most, he has pinpointed teachers as a vastly underserved market despite their importance as pillars in our society.

Now, he focuses on providing financial education and helping teachers beyond their initial fund selection in the 403(b). In fact, the true work lies beyond the pension and the 403(b), and Eric steps in to plug the gap with supplemental options that help teachers transition seamlessly into retirement.

He currently holds a Bachelor of Science in Business Administration from the prestigious Fisher College of Business, with a major in finance, from The Ohio State University, as well as a Master of Business Administration from Ashland University. Eric is also actively pursuing the Certified Public Accountant designation. Eric and his wife, Margo, have two handsome sons, Manny and Luke. Eric enjoys volunteering at his church, playing golf, boating, fishing, motorcycling and coaching his kids’ sports teams.