Finding a financial professional you can trust is key to achieving a successful retirement.
Certified Financial Fiduciaries® (CFF) are sworn to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. By choosing to work with a Certified Financial Fiduciary® you can be confident that your best interests will always come first!
Mark is the founder and principal of Ness Insurance & Annuity, LLC. He shares full ownership with his wife Charlene.
Mark began his financial career in 1972 in Great Falls,Montana; following in the business footsteps of his father, Richard B. “Dick” Ness.
Mark and Char are leaders in the industry and well respected by clients and peers alike. Mark says that their greatest achievement in this business is that not one of his or Char’s clients has ever lost a penny.
Mark and Char have an objective to help clients eliminate as much confusion as possible in planning for their financial future. They are very diligent in helping their customers achieve long term financial objectives by utilizing insurance products.
They believe that everyone should have someone with honesty, integrity and a commitment to make things simpler and less complicated.
They believe that integrity and trust are more important than anything else in the business world.
As advisors, I feel it is important to remember every day why we do what we do. My passion to work with individuals and families is deeply rooted in my own life experiences. I lost my mother to a decade-long battle with cancer in the spring of 2008 when she was only 52 years old. It was at that point I truly began to realize the importance of planning for your future and protecting your loved ones. Today, that loss serves as a source of motivation for me as I work with others.
I sincerely enjoy teaching and helping others understand their financial world by explaining it in terms they understand. By working together, we can help take away the stress associated with investing and finances by implementing a plan that is measurable, achievable, and laid out in a logical order.
Born and raised in Freeport, Illinois, I’m a proud graduate of Western Illinois University’s School of Business and earned a bachelor’s degree in marketing and master’s in sports business. I’ve continued to expand my education and expertise since entering the finance industry, obtaining my Certified Financial Planner™ certification in 2015 and Certified Financial Fiduciary ® certification in 2019.
When I am not working, I enjoy spending time with my family, traveling, exercising and running, and trying to catch as many sporting events and concerts as I can all across the Midwest! My wife, Lauren, and I live in Madison with our three daughters, Alyssa, Hannah, and Madelyn, as well as "Addy," our lovable Jack Russell terrier.
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In March 2016, Matt was recognized as one of the Top 4 Under 40 Advisors in the state of Wisconsin by his industry and their association, NAIFA (National Association for Insurance and Financial Advisors)
In September 2017, Matt was named the recipient of another accolade, this time Advisor Today magazine’s “Four Under Forty Award,” given annually to only four outstanding advisors across the entire United States who achieve excellence in their profession by or before the age of 40.**
In September 2019, Matt was recognized by Forbes as one of its Best-in-State Next-Generation Wealth Advisors, as well as became a featured author and contributor to its online article series, Forbes Councils. In March 2020, Matt was recognized by Madison’s InBusiness Magazine as one of it’s 20th Annual “Forty Under Forty” award winners for business professionals in the region.
I am passionate about building relationships with people and partnering with them to achieve their unique goals. With individual investors, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Whether you're planning for retirement, saving for college, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals.
I am also passionate about working with small business owners. Utilizing my business background, I help in establishing a new benefit to allow their employees to save for retirement, protecting key personnel, and help businesses transition to the next generation.
Born and raised in Fort Atkinson, I received my degree from the University of Wisconsin-Whitewater. I began my professional career on-air as a Sports Anchor/Reporter. I met my wife Sabrina while on-air. She was our station’s Weekend News Anchor. The last 8 years, I have worked in the financial services industry in both banking and financial advising.
When I’m not working I enjoy traveling with family. My wife loves to plan fun excursions from apple picking to visiting Mickey Mouse. I spend down time actively following my favorite Wisconsin sports teams. My wife and I are proud parents of two daughters.
Marc Minor is Founder and CEO of Legacy Investment Services, which serves financial advisors and investors through its businesses including Advisor Nation and Advisor Controls™. Founded in 1993, Legacy Investment Services has grown to become one of the largest wealth management firms in the country offering portfolio management and wealth planning services to high and middle net-worth clients. Established in 2000, Advisor Nation has grown to become one of the leading advisor coaching programs in the country empowering advisors to overcome key business challenges through personalized coaching, proven strategies, marketing services, and a passionate community of over 140 advisors. Advisor Nation is a community of many of the best advisors in the country and was established to empower advisors to improve client service, efficiently run their practice, grow their business, and build a legacy through a turnkey integrated partnership. The three organizations serve a broad base of advisors and investors across the United States.
Marc first began honing his core principles after graduating from Bradley University. While working for a captive investment firm in 1991, Marc embraced the need to create repeatable processes that would improve investment planning and business outcomes: a tenacious focus on serving clients’ best interests; a relentless pursuit of excellence across every activity; and a burning desire to learn, grow intellectually, and innovate, enabled Legacy and Advisor Nation to grow to over $10 billion in collective assets and have led Marc to receive many accolades. He is continually ranked among the top advisors by Advisor Group and been honored with holding the Crystal Eagle award for excellence for the most consecutive years ranked by Woodbury Financial Services. Marc’s vision of providing a digital fiduciary path for advancing advisors to high producing levels has been realized through the creation of Advisor Controls™, which has become one of the fastest growing Fin-tech corporations in the country.
Marc is a sought-after speaker, thinker, and investment strategist. In the fall of 2019, Marc continued to expand his industry leadership by collaborating with NACFF™, a leading provider of fiduciary education and certification services. NACFF™ aligns with broker dealers and RIA firms to ensure their advisors are prepared for timely knowledge necessary to meet fiduciary rules. Marc’s academic credentials include being a Registered Financial Consultant™ and Certified Financial Fiduciary.
Marc is also actively involved in the community. He and his wife, Shelly, support Salvation Army, The American Cancer Society and The Ronald McDonald Foundation. As a technology innovator, Marc has shared his success principles through the development of financial advisor solutions built to deliver higher evaluations and more productivity for advisors nationwide. Marc and Michelle reside in Naples Florida and have three wonderful children. He enjoys spending time with his family, boating, golfing, tennis, and he’s an avid Bradley University basketball fan.
Bill offers 360* financial planning, with a focus on protected income streams and tax minimization.Having been a financial professional since 1993 has given Bill a unique perspective on various economic climates, and which strategies work well in each setting.Bill helps his clients prepare tailored income and cash flow solutions designed to last throughout retirement, and is a best-selling author of “The 7.0% Solution”.Besides being a licensed tax professional, Bill is also a Certified Financial Fiduciary® (CFF) , RICP® (Retirement Income Certified Professional), Certified Senior Advisor (CSA)®, and CSFP (Chartered Senior Financial Planner).Bill is a Qualifying Life Member of the Million Dollar Round Table financial services organization, representing 2% of financial professionals worldwide.
Bill is a graduate of the US Military Academy at West Point, and a Gulf War Veteran.Bill and his wife Sheri have been married 29 years.They are the founding directors of the Lifeway Center Inc, an area community organization that gives away over $1.2 Million of assistance annually to local residents in need via the Shepherd's Nook Food Pantry and Project Win Cancer Support Group, which they also help manage.
David Johnson, a Registered Financial Consultant® and a Certified Financial Fiduciary® was born and raised in California and married his childhood sweetheart, Lisa, in 1986. They have three wonderful daughters and nine amazing grandchildren. For over 30 years David has been a wealth manager with the Series 7/63/65/24 licenses, and founded Johnson Wealth Management in 1994 with offices in both Arizona and California. He is active in his local church, Rotary, and serves on several boards and foundations. He with his wife also love to travel to visit their children and grandchildren around the country.
As a Financial Advisor, Bret believes that there are many different aspects to be considered in planning for one’s financial future, but in order to achieve those long-term goals, investors will need to accumulate enough assets to make those goals a reality. Over 20 years, he has noticed that too many investors focus primarily on the planning side and not enough on the investment process. Is there a plan for managing their assets when markets are under performing as well as when times are good? The answer to that question may determine if goals are achieved or goals have to be re-adjusted. Bret’s focus is not only on helping his clients set their goals, but in also managing their assets in a way that gives them the best chance to realize those dreams.
Bret is a native Texan, born in Houston and raised in San Marcos. He is a graduate of Baylor University and also has an MBA in Finance from Dallas Baptist University. Early in his career, he worked in the real estate and homebuilding industry before moving into the financial services industry. After working at several investment firms in the Dallas area, Bret opened his own independent firm in 2005. In 2014, Bret re-established his firm as a Registered Investment Advisory (RIA) firm through the State of Texas doing business as Wilson Investment Services, LLC.
He lives in Rockwall with his wife of 32 years, Leslie. They have three happily married children and two grandchildren. When he’s not advising clients, watching the markets or reading his favorite investment blogs, Bret enjoys playing golf, building rustic furniture, visiting his kids and grandkids and going on mission trips with the youth at his church, LakePointe Church in Rockwall.
David Johnson, a Registered Financial Consultant® and a Certified Financial Fiduciary® was born and raised in California and married his childhood sweetheart, Lisa, in 1986. They have three wonderful daughters and nine amazing grandchildren. For over 30 years David has been a wealth manager with the Series 7/63/65/24 licenses, and founded Johnson Wealth Management in 1994 with offices in both Arizona and California. He is active in his local church, Rotary, and serves on several boards and foundations. He with his wife also love to travel to visit their children and grandchildren around the country.
Dustin is a licensed Investment Advisor Representative with Woodbury Financial Services.
As a Managing Partner of Gateway Capital Advisors, Dustin enjoys taking a consultative approach to Financial Planning; this enables him to serve the complex needs and issues of successful families and business owners. "My primary objective is to be a trusted resource not only for my clients but for the ones they care about most." This mentality allows Dustin to treat each client's situation individually and match those scenarios with the most appropriate and efficient financial tools in the marketplace. By effectively helping families manage risk, investment costs, and long-term planning, we pride ourselves in giving clients the opportunity to achieve true financial success.
Dustin has a Bachelor’s Degree in Finance and holds FINRA Series 6,7, 63 and 65 securities licenses as well as his insurance licenses.
Dustin currently resides in Kirkwood with his wife Blair and his two Sons, Hudson and Brooks.
Joe is a trusted and licensed Investment Advisor Representative in the St. Louis area.
As one of three managing partners with Gateway Capital Advisors, Joe focuses his practice on investment consultation, working one-on-one with clients to take a comprehensive approach to retirement income planning. He has served numerous clients throughout his career, using his experience to ensure his customers' financial decisions are in line with their future goals.
Joe strives to build successful long term financial relationships. He is licensed with FINRA series 6,7,63 and 65 securities license. Joe is well-versed in advanced strategies to help preserve, save and grow his clients' finances. Degree from Northeast Missouri State University (Truman State).
He resides in Dardenne Prairie with his wife Becke, and children, Carleigh and Maxwell.
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Marc is also actively involved in the community. He and his wife, Shelly, support Salvation Army, The American Cancer Society and The Ronald McDonald Foundation. As a technology innovator, Marc has shared his success principles through the development of financial advisor solutions built to deliver higher evaluations and more productivity for advisors nationwide. Marc and Michelle reside in Naples Florida and have three wonderful children. He enjoys spending time with his family, boating, golfing, tennis, and he’s an avid Bradley University basketball fan.
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