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

Pin It on Pinterest

Share This