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.