Two characteristics explain Mike's strong appeal to his clients. The first is his expertise which springs from over three decades of broad experience in financial services coupled with his designations as a Chartered Life Underwriter (CLU), Life Underwriter Training Council Fellow (LUTCF), and CERTIFIED FINANCIAL PLANNER (CFP) Professional. Second, Mike safeguards the trust his clients place in him by everything he does, because his reputation for unquestioned integrity is more important to him than any fee or commission. Mix in his caring manner and background in teaching, and you have an advisor worth standing in line to see. Outside the office, Mike enjoys reading, hiking, biking, and kayaking, and family gathering with his wife, Janice, a teacher, and their two sons, Mark and Scott.
Mark Guilliatt
Mark's impressive credentials probably give him an unfair advantage over other advisors. Not only has he satisfied the rigorous accreditation requirements of a CERTIFIED FINANCIAL PLANNER (CFP), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC), he has also completed a Masters in Financial Services. A man of enormous compassion and financial insight, Mark follows a very effective philosophy: "I treat others the way I would want to be treated." A talented teacher - he taught English in South Korea while making cameo appearances on Korean soap operas - Mark can simplify the most complex financial concepts. His hobbies include reading, biking, basketball, and kayaking.
WE OFFER: Mutual Funds Annuities Life Insurance 401(k) Rollovers Social Security Reviews 529 College Savings Plans 403(b) 401(k) Plans CDs offered through Everbank Long-term Nursing Home Plan Roth/Traditional IRAs Medicare Supplements Prescription Drug Plans Economic Term Life Insurance Burial Plans Financial Seminars Disability Income Insurance
Two characteristics explain Mike's strong appeal to his clients. The first is his expertise which springs from over three decades of broad experience in financial services coupled with his designations as a Chartered Life Underwriter (CLU), Life Underwriter Training Council Fellow (LUTCF), and CERTIFIED FINANCIAL PLANNER (CFP) Professional. Second, Mike safeguards the trust his clients place in him by everything he does, because his reputation for unquestioned integrity is more important to him than any fee or commission. Mix in his caring manner and background in teaching, and you have an advisor worth standing in line to see. Outside the office, Mike enjoys reading, hiking, biking, and kayaking, and family gathering with his wife, Janice, a teacher, and their two sons, Mark and Scott.