Finding a financial professional you can trust is key to achieving a successful retirement.
Certified Financial Fiduciaries® (CFF) are sworn to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. By choosing to work with a Certified Financial Fiduciary® you can be confident that your best interests will always come first!
J. Mark Case is an Investment Advisor Representative with Next Financial Group, Inc.
Mark attended the University of South Carolina on an athletic scholarship and was a part of the Sports Medicine program as an athletic trainer for football. Finishing in 1985, Mark worked in the financial industry until becoming Insurance licensed for Life, Accident and Health in 1988 and Securities licensed in 1991.
Mark holds series 6, 7, 24, 63 and 65 securities licenses, is registered in 22 states and has actively managed insurance products and investment assets for over 30 years.
Mark is the President of CMA Financial Services, Inc., an insurance agency established in 1986 and domiciled in Lexington South Carolina.
In 2018, Mark became a Certified Financial Fiduciary (CFF) and a member of the National Association of Financial Fiduciaries (NACFF).
In his practice, Mark’s goal is to use holistic planning that considers all aspects and factors that could impact the plan and the lives of his clients. This approach begins with client education and culminates in a plan that not only acts in the client’s best interest but is flexible to life events that may impact his clients.
Outside of his work, Mark enjoys time with his wife, Della, and son, Connor. He is an active member of Mt. Horeb United Methodist Church where he volunteers as a Prayer Warrior, fourth grade small group leader and a mentor for disadvantaged children in the Lexington area.
Mark and Della are also active in Haiti missions with ongoing trips planned to help bring quality healthcare to small outlying villages.
Securities and Investment Advisory Services offered through Next Financial Group, Inc.
Member FINRA/SIPC
CMA Financial Services is not an affiliate of Next Financial Group, Inc.
William H. (Bill) O’Donnell owns Heartland Financial Solutions, LLC and serves as its principal Wealth Manager serving clients in the areas of financial planning, investments, insurance, business benefit plans and business retirement plans. Bill entered the profession in 1998 and formed Heartland Financial Solutions, LLC in 2010. Bill was also selected as a Smartvestor Pro advisor by Ramsey Solutions. He has served as an arbitrator for the Financial Industry Regulatory Authority (FINRA) since 2002.
Bill has lived in Bellevue since 1983, concurrent with his assignment to Strategic Air Command headquarters. Bill retired from the US Air Force in 1993 as a lieutenant colonel, having served as a squadron commander, general’s aide, executive officer in various operational and support units in Thailand, England, Maine, Texas, and Michigan. Bill continues his service as Post Commander of VFW Post 10785 in Bellevue. He’s active in Kiwanis International, having served as club president, division lieutenant governor, and Trustee of the District Foundation.
Jim Lambert, founder of First Choice Consulting, LLC has been helping people plan for their retirement since 2001.
His passion is protecting the assets of his clients and helping them to reach their retirement and income planning goals.
Jim works with CPA’s and other tax professionals finding advanced tax strategies that saves thousands of dollars for their clients. He provides Federal Benefit Workshops throughout CT and RI and has assisted over two thousand Medicare recipients.
As a professional concerned with health, financial, and social issues facing retirees today, Jim has received comprehensive education and training throughout his career.
Jim Lambert was born and raised in Milford, CT. Attended St. Joseph’s High School in 1984 and graduated from Johnson & Wales University in RI, in 1988.
Immediately after graduation, Jim went in the cruise line industry, he worked onboard and met the girl of his dreams, Kerry McGuire Lambert.
Jim and Kerry celebrated their 20th wedding anniversary on a cruise. They are the proud parents of, Mark & Abby. The children are very talented and thrive at performing. His wife is a music teacher at St. Thomas Aquinas in Fairfield, CT.
When Jim’s not working, he enjoys traveling, boating, photography, cooking, sitting by the fire with family & friends, being active at the Knights of Columbus, and has volunteered at the Milford Oyster Festival, Rely for Life & the Duck Race.
Most importantly, Jim Lambert’s mission is to help avoid losing money in the Wall Street Casino, protecting retirement income so clients never worry about running out of money. Jim Lambert serves those in retirement, would like to retire now, and those that have years to go before retirement.
Nate Murphree shows his agents a path to success. His approach to making agents successful is simple… know your market, don’t be afraid to try new ideas and don’t get stuck being negative! Nate has spent the last 10+ years working in different facets of the financial industry. He has been a independent advisor, a bank representative and a wholesaler for a major variable annuity company. This type of experience is rare to find and has helped his current advisors better understand the marketplace. While maintaining integrity, he has managed to be a top producer at each stop in his journey. Nate currently holds a life and health license and keeps a small book of business from referrals. He has also held both Series 6 and 63 licenses in the past but let them go, as he was tired of seeing his clients lose money in the market. If you are looking to bring your business to the next level and are open to new and fresh ideas, you need to talk with Nate. He brings an advantage to his advisors that few others can, and his advisors truly benefit from his expertise. Whether it’s running structured income plans, analyzing competitors’ products, or conference calls with advisors and prospects, Nate will bring value to your book of business.
Merrit A. Strunk President, Momentum Financial and Insurance Services LLC – San Diego
President San Diego Chapter – Society for Financial Awareness – SOFA (a non-profit 501(c)(3) organization)
Merrit has been a business leader all his life. In his 20s and 30s, he successfully headed marketing for fortune 500 brands in retail, manufacturing, and a variety of business-to-business industries. He has also traveled around the world speaking on Business, Marketing, Financial and Personal Achievement. Later in his career, he was a repeat C-Suite executive for multibillion-dollar financial organizations and successfully built top-performing teams around the United States. Merrit has always been passionate about financial education. This is precisely why he started the San Diego Chapter of the Society for Financial Awareness an organization with the goal to end financial illiteracy one organization at a time. Concurrently, Merrit is the President of Momentum Financial and Insurance Services in Rancho Bernardo, California, a full financial services firm that helps clients make better decisions for their financial future.
Services Provided:
• Retirement Income Planning • Lifetime Income Planning • College Funding
Robert Trejo is a Certified Financial Fiduciary®, an Investment Advisor Representative and Senior Managing Partner of Coeus Financial, an independent, full-service wealth management firm. After a nine year career as director of financial services for a large national firm, Robert co-founded Coeus Financial in 2013. The credo he developed was “Progress through Process.” With over 14 years in the financial industry, Robert believes the secret to a long client/advisor relationship is communication. That is the first step in the process of progress. Continuous communication allows Robert to maintain a financial plan that best suits his client’s ever-changing lifestyle. As a Fiduciary, Robert is legally and morally bound to putting his client’s best interest first. This provides peace of mind for his clients, knowing that they are in safe hands. Robert holds his series 6, 63, 65 securities licenses; he is a National Social Security Advisor (NSSA®) and holds a life insurance license. He is a member of the National Association of Certified Financial Fiduciaries | NACFF® and the Society of Financial Awareness, a 501(c)(3) nonprofit public benefit corporation, whose mission is to provide financial education across America, one community at a time. Robert regularly hosts free financial educational workshops across the country. Robert is a family man at heart and has been happily married to his wife Meghan for 15 years; they have four children and live in Pleasanton, CA. In his spare time Robert enjoys coaching his children’s sports team, reading, being outdoors, and competing in Brazilian Jiu Jitsu.
Andrew Maisch is a recognized Financial Educator, Author and Retirement Income Specialist, whom you may have seen in NBC, ABC, CBS, and FOX network affiliates and Yahoo Finance, New York Business Journal, Wall Street Journal’s Market Watch, Philadelphia Business Journal, Wall Street Select, and others.
Maisch is the co-author of Retire Abundantly: The Proven Principles To Create A More Worry Free Retirement With Less Stress!, a book written to show managers, executives, professionals and business owners how to have greater peace of mind in retirement. As the Founder and CEO of The Maisch Financial Group LLC, Andrew and his team design and implement smart and “safe money” strategies to create predictable lifetime income so that their clients can enjoy peace of mind and freedom throughout their retirement years.
He believes that hard working, middle income, southern New Jersey/ Tri State area families deserve the very best advice so that they can retire with greater security and pass on more to their family. Andrew believes that trust is the cornerstone of any successful relationship and works tirelessly to serve his clients best interests. He says it like this, “In order to sleep better at night, our clients are invested so that they are not vulnerable to the next 2008 financial crisis or recession.”
Andrew, his wife Tina and their two children, Jillian & Christian, reside in beautiful Mullica Hill, NJ. The entire family enjoys the outdoors and takes part in hobbies that range from outdoor rideable railroads to miniature horses and miniature goats.
My Passion: 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.
My Expertise: 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.
My Role: 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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