Experience

Managing Director of Optima Financial Group

October 2003 – August 2013

BlueMark Advisors is the successor to Optima Financial Group.  In order to avoid confusion with several other regional companies using Optima, Optimus and other variations, we changed our company name to BlueMark Advisors effective September 2013.

Founding Partner of Wealth Transfer Group, LLC

August 1997 – October 2003

Focus on inter-generational wealth transfer planning for high net worth business owners and professionals making use of insurance trusts and other advanced planning techniques in conjunction with legal and tax advisors.

President of MK Financial Services, Inc.

May 1983 – August 1997

Serving business owners and professionals with insurance planning including funding buy/sell agreements, qualified retirement plans, non-qualified deferred compensation plans, estate and retirement planning, group insurance and employee benefits & 401(k) plans. Endorsed by the Hospital Association of New York State to bring a premium discount program to the physicians with admitting privileges at The Genesee Hospital and Rochester General Hospital on individual disability income, buy-out and business overhead expense insurance coverage.

Securities offered through Securities America Inc., Member FINRA/SIPC.  Mark Kluge, Representative.  Advisory Services offered through Securities America Advisors, Inc., Mark Kluge, Representative. BlueMark Advisors and Securities America Companies are separate companies.  This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.