Jeff Marko Joins Blumark – Brings Insight, Expertise to Support Client Goals

Marko brings nearly a decade of professional experience to his role, including extensive work in the 403(b) market.

Blumark, a leading boutique financial service and tax advisory firm, today announced the addition of Jeff Marko to the team as a Financial Advisor. Marko brings nearly a decade of professional experience to his role, including extensive work in the 403(b) market.
 
Marko takes an educational approach in advising his clients. Noting that financial planning can be complicated for individuals, he says that it is important that investors understand their options to identify the right investment product for them. And understanding goes both ways, he adds.

“I want to understand my clients on a personal level too,” Marko said. “It’s important for me to understand their current situation and their personal goals, in order to develop a financial plan that they can relate to and that works for them.”  With that personal relationship as a foundation, Marko provides his clients with the advice and the right resources to make them comfortable with their decisions.

When asked what motivated him to pursue a career in financial advising, Marko said, “I got interested early, in elementary school. A local bank had a student savings program at school, and it was there that I first started to appreciate the importance of saving. Later in life, I also learned that with most people, when it comes to any kind of financial planning, they think, ‘I have no idea how, I have no idea what to do.’ I want to be the one to help them better grasp what to do and take control of that important part of their life.”

Marko earned a Bachelor of Business Administration, majoring in Finance, from the Haworth College of Business at Western Michigan University, in Kalamazoo, Mich.

About Blumark
Blumark is a boutique financial service and tax advisory firm offering the scope and depth of large firms but is committed to a level of personal client service that a small company can provide. Founded in 2011, Blumark is built upon a unique approach to financial and tax planning that provides each client with a customized, year-round blueprint for financial independence. The goal is to be the client’s personal CFO. The Blumark multi-disciplinary team of experts provides clients tax planning and preparation, estate and retirement planning, debt payment structuring, employee benefit review and optimization, and risk reduction/mitigation. 6915 Rochester Road, Suite 400, Troy, MI 48085. 248.289.1647. http://www.blumarkadvisors.com
 
Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

Media contact:

Robin Orlikowski, Marketing Manager
Phone: (414) 477-0401
Email: rorlikowski@blumarkadvisors.com

Blumark Program Offers No-Fee Tax Preparation for Qualifying Student Registered Nurse Anesthetists

Blumark, a leading boutique financial service and tax advisory firm, today announced a program that will offer personal income tax preparation services for qualifying Student Registered Nurse Anesthetists (SRNAs) at no charge through Tuesday, March 10th.

Blumark is committed to a level of personal involvement with its clients that only an organization of its size can provide, and this opportunity for SRNAs is an extension of that philosophy.

“We recognize the unique challenges facing SRNAs,” said Chris Reid CFP®, EA, Director of Blumark Tax Advisors. “They are devoting years to a very specialized area of study and that often leaves them with little time, and funds, to devote to personal income tax preparation.”

This also is an opportunity for SRNAs to take a look into the future and plan ahead, Reid noted.

“We’re interested in offering support to the entire SRNA community,” he explained. “Once they begin their professional careers, they will need to understand how best to invest and provide for their futures. When we engage with the students to prepare their personal income tax return, we also can offer basic financial and tax advice that may be useful while they are in the Anesthesia program.”

For details about the Blumark no-fee personal income tax preparation program for SRNAs, and to find out if you qualify, visit www.blumarktax.com.

About Blumark
Blumark is a boutique financial service and tax advisory firm offering the scope and depth of large firms but is committed to a level of personal client service that a small company can provide. Founded in 2011, Blumark is built upon a unique approach to financial and tax planning that provides each client with a customized, year-round blueprint for financial independence. The goal is to be the client’s personal CFO. The Blumark multi-disciplinary team of experts provides clients tax planning and preparation, estate and retirement planning, debt payment structuring, employee benefit review and optimization, and risk reduction/mitigation. 6915 Rochester Road, Suite 400, Troy, MI 48085.  248.289.1647. www.blumarkadvisors.com

Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC.  RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

Media contact:

Robin Orlikowski, Marketing Manager
Phone: (414) 477-0401
Email: rorlikowski@blumarkadvisors.com

Blumark’s James Clark is Appointed to the Board of Directors of Rochester Outreach and Charity for Kids (ROCKit)

The ROCKit mission and values also align with the Blumark philosophy of community service.

Blumark, a leading boutique financial service and tax advisory firm, announced that Blumark Partner James Clark CFP®, ChFC®, MBA; has been appointed to the Board of Directors of Rochester Outreach and Charity for Kids (ROCKit), of Rochester, Michigan.

“I was happy to accept the invitation to join the ROCKit Board because the organization’s mission is so closely aligned with my personal philosophy and the Blumark community service philosophy,” Clark said. “In my life, I work to achieve a balance between career, social activities and family. As a father of young children, I naturally gravitate toward organizations that serve children because it allows me to combine important aspects of my life.”

Clark explained that the organization is dedicated to creating a safer and helpful world for local children in need. He noted particularly its focus on literacy and well-being.

“ROCKit believes that every child should have a access to books,” he said. “In support of that, they collect new and gently used books to distribute to underprivileged children, so that they have age-appropriate reading material to help them develop the language skills needed for school readiness and for success in life – including achieving financial acumen as adults.

“The well-being of children is important too,” he added. “Children live and learn better when they’re properly clothed, so another part of the ROCKit mission is to provide free gently used clothing to children who need it.”

“We want to welcome James Clark to the Rochester Outreach and Charity for Kids Board as our Treasurer,” said James Blundo – Board President. “James has been instrumental in helping to organize and expand our existing programs as well as plan for future endeavors. His financial expertise adds to the diverse background of our Board members. We couldn’t be more excited to see what the future brings.”

The ROCKit mission and values also align with the Blumark philosophy of community service. Blumark does business by combining traditional values and innovative financial solutions. That dedication to traditional values extends to the communities where Blumark does business through support of local charities through annual Holiday Fundraiser campaigns. Blumark has assisted Giving Tree, Care House of Oakland County and the Live Like Max Foundation. To learn more about the charitable work that Blumark has done, visit: http://blumarkadvisors.com/charity/

Clark also serves on the Boards of three other area charities. He earned a Master’s in Business Administration from the DeVos Graduate School of Management at Northwood University, and a BA in Finance from Oakland University. To expand his Wealth Management acumen, he also has earned designation as both a Certified Financial Planner (CFP®) and a Chartered Financial Consultant® (ChFC®).

To learn more about ROCKit, go to: http://rockitrochester.org/

About Blumark
Blumark is a boutique financial service and tax advisory firm offering the scope and depth of large firms but is committed to a level of personal client service that a small company can provide. Founded in 2011, Blumark is built upon a unique approach to financial and tax planning that provides each client with a customized, year-round blueprint for financial independence. The goal is to be the client’s personal CFO. The Blumark multi-disciplinary team of experts provides clients tax planning and preparation, estate and retirement planning, debt payment structuring, employee benefit review and optimization, and risk reduction/mitigation. 6915 Rochester Road, Suite 400, Troy, MI 48085. 248.289.1647. http://www.blumarkadvisors.com

Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

Media contact:

Robin Orlikowski, Marketing Manager
Phone: (414) 477-0401
Email: rorlikowski@blumarkadvisors.com

Blumark’s Jill Tullio Earns Series 24 Designation – Expanded Knowledge and Qualifications Will Better Serve Securities Clients

Blumark Partner Jill Tullio ChFC, CLU, has earned the Series 24 designation through the U.S. Financial Industry Regulatory Authority (FINRA).

Troy, Mich., September 4, 2019 – Blumark, a leading boutique financial service and tax advisory firm, announced that Blumark Partner Jill Tullio ChFC, CLU; has earned the Series 24 designation through the U.S. Financial Industry Regulatory Authority (FINRA).

The General Securities Principal exam, commonly referred to as the Series 24 exam, is administered by FINRA. It qualifies professionals to supervise or manage activities such as corporate securities, REITs, variable contracts, and venture capital; a general principal may also approve advertising and sales literature, including communications regarding municipal securities. The exam itself covers topics such as supervision of investment banking, trading, customer accounts, and the primary/secondary markets.

Ms. Tullio, a founding Partner at Blumark, had these thoughts about achieving the Series 24 designation:

“This builds on my background as a financial advisor. It’s necessary to expand your personal knowledge base and skills to support the growth and expansion of the business.”

What does it mean for Blumark clients?

“Whenever we expand our knowledge and expertise and make personal improvements, we improve how we serve our clients. Compliance is a critical issue in today’s market, including an intense focus on cyber security. This better equips me, and Blumark overall, to help assure we’re supporting our clients with the proper processes and procedures that will provide the financial success they seek and keep them more protected as well.”

Ms. Tullio graduated from the University of Michigan with a bachelor’s degree in Business Administration. She has completed nine college-level courses for Chartered Financial Consultant designation; additionally, she is licensed for Property and Casualty Insurance, Life & Health Insurance, Series 6, 7, and 63.

She has more than 17 years of professional experience and serves clients in more than 15 different states. In addition to her role as a financial advisor, she has managed insurance training and consulted on employee benefits for multiple companies in the metro Detroit area.

About Blumark
Blumark is a boutique financial service and tax advisory firm offering the scope and depth of large firms but is committed to a level of personal client service that a small company can provide. Founded in 2011, Blumark is built upon a unique approach to financial and tax planning that provides each client with a customized, year-round blueprint for financial independence. The goal is to be the client’s personal CFO. The Blumark multi-disciplinary team of experts provides clients tax planning and preparation, estate and retirement planning, debt payment structuring, employee benefit review and optimization, and risk reduction/mitigation. www.blumarkadvisors.com

Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC.  RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. 6915 Rochester Road Suite 400 Troy, MI 48085 Phone: 248-289-1647

Media contact:

Robin Orlikowski, Marketing Manager
Phone: (414) 477-0401
Email: rorlikowski@blumarkadvisors.com

Antonio DeSano and David Drysdale Join Blumark

Experienced Financial Professionals Bring Insight, Experience to Support Client Goals

Troy, Mich., April 23, 2019 – Blumark, a leading boutique financial service and tax advisory firm, today announced the addition of Antonio DeSano as Financial Planning Director and David Drysdale as a Financial Planner and Lead Advisor for Transactional Clients. Both are experienced financial professionals who bring insight and expertise to their new roles in the organization.

In his role as Blumark Financial Planning Director, DeSano oversees operations in the Financial Planning Department, including new client on-boarding and orientation. His personal expertise is in developing client data and building complex plans for those clients, which he delivers alongside Blumark Advisors.

He applies his technological expertise to build streamlined processes. He takes a flexible, holistic approach to planning that is based on client relationship-building to deliver desired outcomes.

When asked how he measures client success, DeSano said, “I measure it based on their level of trust in me and the organization. If I’ve done my job, there’s a level of trust that enhances goal-setting and increases their comfort level with decision-making.”

Because of his previous industry experience in investment analysis, DeSano also serves on the Blumark Investment Committee.

DeSano earned a Bachelor of Business Administration degree, majoring in Banking, Finance and Business Management at Northwood University, in Midland, Mich. To enhance his acumen and his ability to serve clients, he also has earned certification as both a Certified Financial Planner (CFP®) and an Accredited Wealth Management Advisor (AWMA).

As Lead Advisor for Transactional Clients, Drysdale manages transactional work with clients including tax preparation and insurance advising. But he also brings 14 years of experience in the financial industry and a background as a Financial Planner to the role; using this unique combination of expertise to build out the Transactional Department and transition clients to long-term Financial Planning.

When asked what he finds rewarding about his job, Drysdale said, “Helping people. Financial planning is about the client’s story. I help them write that story, and every time there is a happy ending, I’ve done my job.”

Drysdale also is an accomplished trainer and presenter. He has trained and led financial advisors and other financial professionals; and he has lectured at the Michigan State Employees Retirees Association (SERA), Rotary International and VOICE Inc.

“These two additions continue to add depth to our highly experienced team. Antonio and David not only bring years of financial experience but will be instrumental to free-up time for our other specialists throughout our organization,” said Blumark CEO Shannon Klug, ChFC®, CDFA, CLU, RHU, REBC, CASL, RICP®.

About Blumark
Blumark is a boutique financial service and tax advisory firm offering the scope and depth of large firms but is committed to a level of personal client service that a small company can provide. Founded in 2011, Blumark is built upon a unique approach to financial and tax planning that provides each client with a customized, year-round blueprint for financial independence. The goal is to be the client’s personal CFO. The Blumark multi-disciplinary team of experts provides clients tax planning and preparation, estate and retirement planning, debt payment structuring, employee benefit review and optimization, and risk reduction/mitigation. www.blumarkadvisors.com

Media contact:
Robin Orlikowski, Marketing Manager
Phone: (414) 477-0401
Email: rorlikowski@blumarkadvisors.com

James Clark Appointed a Partner with Blumark Will Lead Investment Committee, Wealth Management Platform

Troy, Mich., June 28, 2018 – Blumark, a leading boutique financial service and tax advisory firm, today announced James Clark CFP®, ChFC®, MBA; has earned appointment as a Partner with Blumark. He brings 17 years of experience in strategic financial planning and consulting to his new role in the organization.

“We are enthusiastic about what James brings to the leadership team,” said Blumark CEO Shannon Klug, ChFC®, CDFA, CLU, RHU, REBC, CASL, RICP®. “Through his commitment and outstanding performance in just three years with Blumark, he earned the opportunity to become a Partner. His skills and insight will help us continue to grow and make us a more comprehensive firm, better serving our clients.”

Clark will oversee and set direction for the Blumark Investment Committee, including the Wealth Management Platform.

“Wealth management is really relationship management,” Clark says. “By building relationships with our clients, we better understand their financial goals and can provide personalized advice and direction. I want our clients to be comfortable with their decisions and confident in their financial future.”

Clark earned a Master’s in Business Administration from the DeVos Graduate School of Management at Northwood University, and a BA in Finance from Oakland University. To expand and enhance his Wealth Management acumen, he also has earned designation as both a Certified Financial Planner (CFP®) and a Chartered Financial Consultant® (ChFC®).

About Blumark
Blumark is a boutique financial service and tax advisory firm offering the scope and depth of large firms but is committed to a level of personal client service that only a small company can provide. Founded in 2011, Blumark is built upon a unique approach to financial and tax planning that provides each client with a customized, year-round blueprint for financial independence. The goal is to be the client’s personal CFO. The Blumark multi-disciplinary team of experts provides clients with tax planning and preparation, estate and retirement planning, debt payment structuring, employee benefits review and optimization, and risk reduction/mitigation. www.blumarkadvisors.com

Media contact:
Robin Orlikowski, Marketing Manager
Phone: (414) 477-0401
Email: rorlikowski@blumarkadvisors.com

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