A Disciplined Approach Focused On Adding Value To Out Clients' Lives
As seen in INVESTOPEDIA
As seen in INVESTOPEDIA & Forbes
Mark E. Carter is the founder and president of the Financial Strategies Group. Mark has over 25 years of experience in the business.
Mark began his career as an agent with New York Life in 1988 and earned his Chartered Financial Consultant® designation from the American College. For the past 8 years, he has been among the top 50 producing agents of New York Life’s field force which is comprised of approximately 12,000 nationwide earning him the rank of Chairman’s Cabinet. Mark is licensed with New York Life and various other independent unaffiliated insurance companies in order to provide the best insurance products and services for his clients to meet their unique needs. To help provide a wide range of products and services to his clients, Mark is a Registered Representative of NYLIFE Securities LLC, offering securities products and services to individuals residing in Michigan. And as a Financial Adviser with Eagle Strategies LLC, Mark offers fee-based financial planning and investment advisory services. He has been working as a financial professional for 26 years and continues to service clients with the utmost integrity.
Mark was raised outside of Akron, OH. Shortly after graduating high school Mark moved to Flint, MI where he met his wife, Tina. They married in 1984 and currently reside in Swartz Creek, MI where they have raised their three children; Brandon, Brittany and Brice. Mark’s passion in life is working in this business and being surrounded by his family. When he isn’t working he is always enjoying the outdoors and spending time with his grand babies, Paisley and Owen.
Brandon has been a hard working and loyal member of the Financial Strategies Group team since 2007. Brandon attended Central Michigan University and was a part of their top 10 wrestling team as a four year starter. He earned NWCA Academic All-American Honors and graduated with a Bachelor’s degree in Applied Arts and majored in Entrepreneurship with a minor in Finance. Brandon has also earned a Master’s of Science degree in Financial Services from The American College of Financial Services. In addition, Brandon has completed the rigorous requirements to earn CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®, Certified Investment Management Analyst®, and AEP® designations.
Brandon married his high school sweetheart, Becky, in 2008. They reside in Durand, MI with their three children, Paisley, Owen and Sawyer. Brandon is an active board member of Newlife Community Lutheran Church, loves spending time with his family and enjoys just about any outdoor activity.
Brice has been a Financial Advisor with Financial Strategies Group since 2011 and is a proud graduate of Central Michigan University, where he earned a Bachelor of Science in Business Administration, majoring in Personal Financial Planning. After finishing his internship at FSG, he graduated from CMU and completed the requirements to become a CERTIFIED FINANCIAL PLANNER™ (CFP®) making him one of the youngest individuals to receive the designation. Additionally, Brice has also completed the requirements to become a Chartered Financial Consultant® and a Certified Investment Management Consultant® (CIMA®).
Brice resides with his wife, Cori, and their two dogs, Colt and Thor in Swartz Creek, MI. Brice enjoys many outdoor activities such as mountain biking, fishing, and golfing. His motto is: “One does not plan to fail, they fail to plan” and he hopes to help his clients meet their financial goals with plans catered to their needs.
Kyle has been with the Financial Strategies Group since 2013. Before joining FSG, Kyle attended Central Michigan University. It was there that he graduated with a Bachelor of Science in Business Administration, majoring in Personal Financial Planning.. Kyle began his professional career as a Financial Adviser at Edward Jones Investments. His passion for pursuing education above the standard can be attributed to Zig Ziglar’s quote “Success is when hard work meets opportunity”. Today, he is a part of an elite group of financial professionals that has the CERTIFIED FINANCIAL PLANNER™ practitioner and Chartered Financial Consultant® designations.
Kyle resides with his wife, Mackenzie and their two dogs, Paisley and Wrigley in Lansing, MI. He enjoys watching sporting events and outdoor activities such as hunting and fishing. As an advisor, Kyle works to maintain genuine, long-lasting relationships as he believes trust and familiarity is a crucial element for his clients to avoid financial pitfalls and reach their financial goals.
Ronnie graduated with a Bachelor of Arts Degree in Business Management from Eastern Michigan University.
Upon graduation, Ronnie earned a position at a National Financial Firm as a Financial Consultant. His role was to assist Financial Professionals to identify their client’s needs, objectives and goals and develop strategies to accomplish those objectives and goals.
Ronnie and his father Ron started an Estate Planning and Wealth Management firm in 2007. During that time, they helped business owners and families design strategies to protect their assets during a significant economic downturn.
Ronnie chose to take his education and experience to Financial Strategies Group in 2011. His philosophical approach to financial planning and asset protection is with “the heart of a teacher.” The two things Ronnie enjoys most about his work are earning someone’s trust and empowering people by showing them their dreams are truly attainable.
Ronnie began wrestling his freshman year in high school. At 4’10 inches tall and 81 pounds, he overcame his size and lack of ability to be a two time state placer, wrestling for a state championship his senior year. He earned the ARMY National Scholarship Athlete of the Year Award, Most Valuable Wrestler Award and a scholarship to wrestle at Eastern Michigan University. “When you put your mind to something and work hard for it, anything is possible.” This is a lesson Ronnie applies to his professional and personal life.
Ronnie married his best friend, Kristy, in 2009 and they currently reside in Livonia, Michigan with their children Esmie, Tobin, and Tye.
Ronald S. Thompson is a financial advisor with the professional designations of Chartered Financial Consultant, Chartered Life Underwriter, and Certified Financial Planner.
Ron is also a licensed attorney (Michigan and Ohio) who practices in the areas of estate, business, real estate and tax planning with the firm of Thompson Stewart, PC. Ron received his undergraduate degree from the University of Michigan, his MBA from Boston University, and his law degree from the University of Detroit Law School, General Counsel for several corporations, and a law partner with several firms. Ron’s practice focuses primarily on asset protection, tax and succession planning.
Ron has been married to his wife Sue since 1978, and has four adult children, Ronnie, Katie, Joey and Trevor.
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