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Our TeamMark J. Woolhiser, PRP, IAR President & CEO Mark J. Woolhiser is a Principal at MBC Investment Consulting, Inc. (“MBCIC”), an NRP Member Firm. NRP, National Retirement Partners, is a full service pension and employee benefit consulting firm specializing in the design, investments and administration of retirement programs. These programs consist of 403(b), 457, pension, profit sharing and 401(k) retirement savings plans. Mr. Woolhiser, who is a Investment Advisor Representative of Sigma Planning Corporation, is in charge of investment consulting and investment advisory services for MBCIC. Mr. Woolhiser has written for various professional associations (most recently, Pension & Investment Age Magazine) and is a frequent guest speaker in the retirement industry. His recent speaking engagements include the Plan Design Conference, as well as the Future of Asset Allocation Funds Conference, where he spoke on Stable Value Options; both events were hosted by PLANSPONSOR. Mr. Woolhiser has a B.S. in Business Administration, with a double major in Marketing and Finance from Central Michigan University. Prior to joining MBCIC, he was a Managing Director of the Great Lakes Region for ING Financial Advisers. During his tenure, he was responsible for over $2 billion in plan assets and over 4,000 qualified plans. Mr. Woolhiser’s licenses include NASD Series 7, 26, 63, 65. Life/Health and Variable Health. He also holds a PLANSPONSOR Retirement Professional (PRP) designation. Steven L. Urli Investment Consultant Steve, who heads up MBC Financial Services, Inc., is a Registered Representative of Sigma Financial Corporation. He is responsible for retirement plan counseling for both plan sponsors and individual participants. Steve routinely meets with participants on an individual basis to offer retirement plan counseling services. Steve has a B.S. in Finance from Michigan State University. He has over 8 years experience in the qualified plan and individual retirement planning businesses. Prior to joining MBCIC, he was an Internal Wholesaler and Client Relations Manager for ING Financial Advisers. During his tenure Steve was responsible for providing sales support and client servicing for the Midwest region. He was responsible for client enrollment and education meetings on a group basis as well as individually. Steve’s licenses include NASD Series 6, 63, Life/Heath and Variable Health. Steve was born and raised in Michigan. He currently resides in Birmingham. Jessica Izzi Manager of Client Relations Jessica is responsible for the management of all customer service at MBCIC. She works closely with plan sponsors on all levels of plan management, from ordering enrollment materials and coordinating participant workshops, to assisting our plans with day-to-day service support. Jessica is also involved in the benchmarking analysis process we complete for existing and prospective clients. Jessica graduated from Western Michigan University with a Bachelor of Business Administration Degree in Marketing. Prior to joining MBCIC, she was a Marketing Consultant for ING Financial Advisers. Jessica resides in St. Clair Shores, Michigan with her husband, Chris and their three children. Adam J. Finch, CFP® Certified Financial Planner™ Adam graduated Magna Cum Laude with a Bachelor’s degree in Finance from Eastern Michigan University and continues involvement on the university’s accounting/finance alumni board. His nine years of financial services industry experience began working with Merrill Lynch and then with Sigma Financial, before establishing RFC Financial Planners as an independent CERTIFIED FINANCIAL PLANNER™. Adam holds the following licenses: general securities, securities principal, investment advisor representative and life/health insurance. Additionally he has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Wealth Strategistsm (CWSsm) designations. For the past six years, Adam has been a financial planning instructor for community education in the following Michigan cities: Ann Arbor, Plymouth, Chelsea, and Farmington Hills. He is also a member of the Financial Planning Association of Michigan and loves playing tennis and basketball, as well as suffering through Detroit Lions’ football seasons. Adam resides in Dexter, MI with his wife Angie, twin daughters Maddie and Hannah and son Ben. Michael D. Rautiola, CFP® Certified Financial Planner™ Mike graduated Magna Cum Laude with a Bachelor’s degree in Finance from Eastern Michigan University and continues involvement in the university’s accounting/finance alumni association. With over nine years experience in the financial services industry, Mike has worked for firms such as Smith Barney, Merrill Lynch, and Sigma Financial before establishing RFC Financial Planners as an independent CERTIFIED FINANCIAL PLANNER™. He holds the following licenses: general securities, securities principal, investment advisor representative and life/health insurance. Additionally he has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Wealth Strategistsm (CWSsm) designations. For the past six years, Mike has been a financial planning instructor for community education in the following Michigan cities: Ann Arbor, Plymouth, Chelsea, and Farmington Hills. He has also been actively involved with the Financial Planning Association of Michigan chapter serving as an elected board member, the membership committee co-chairperson, and the practice management / technology day co-chairperson. Mike enjoys playing co-ed softball, with interests in art, music, and traveling as well. Rosanne Kidd Office Manager Rosanne runs our business operations and oversees the overall management of our MBCIC office. She has a diverse background, including property management, operations, executive services, and customer service training. Rosanne has also held management positions in a global company, overseeing several prominent corporate and health care accounts in the Detroit area over the past twenty years. She resides in Allen Park, Michigan with her husband. |