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Our TeamMark J. Woolhiser 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 an 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 FINRA Series 7, 26, 63, 65. Life/Health and Variable Health. Joe Warsecke, CFP® Certified Financial Planner™ As a CFP® at MBC Financial Services, Inc., Joe helps individuals plan for the financial futures of themselves, their families, and businesses by providing a wide range of products and services to address their needs and goals. He can also work with clients in creating a financial plan that will serve their needs over time. Practice areas include portfolio management, insurance and risk management, retirement planning, design of corporate retirement plans and executive compensation plans, college funding, estate planning and gifting strategies, tax efficient investing, and development of comprehensive financial plans. Joe has 4 years experience in the financial services industry and is a Certified Financial Planner™. Prior to joining MBCIC he worked for Northwestern Mutual Financial Network in Troy, Michigan. Joe has a business degree from Central Michigan University. Previous to beginning his career as a Financial Advisor Joe spent 20 years working with Small and Medium businesses selling technology and capital equipment, including 5 years with Hewlett Packard. Joe's licenses include FINRA Series 7, 63, 66, Life/Health and Variable Health. Additionally he has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) in March of 2010. Joe resides in Lake Orion with his wife Kara and children Julia and Joey. Jeffrey Diefenthaler Investment Consultant Jeff joined MBC Financial Services, Inc. as an investment consultant responsible for working with corporate and municipal clients on the investments, administration and implementation of their retirement plans and employee benefit plans. In addition to consulting on employer sponsored retirement and benefits plans, Jeff provides financial planning services to individual clients by developing comprehensive financial plans with an emphasis on pre-retirement planning, retirement income generation, wealth management, investment management, risk management, insurance and estate planning strategies. Prior to joining MBCIC, Jeff was a financial Planning Consultant with Fidelity Investments where he worked for 11 years. During his tenure with Fidelity, Jeff was responsible for providing investment and financial planning guidance to Fidelity’s brokerage clients and retirement plan participants. Jeff holds FINRA Series 7, 63, 65 licenses as well as Life, Health and Variable Contracts insurance licenses. Jeff is a Registered Representative of Sigma Financial Corporation and an Investment Advisor Representative of Sigma Planning Corporation. 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 Plymouth, Michigan with her husband, Chris and their three children. 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. |