MBC FINANCIAL SERVICES - Key Persons
Job Titles:
- Manager of Client Relations
Jessica is responsible for the management of all customer service at MBCIC. She works closely with plan sponsors on all levels of plan management, from ordering enrollment materials and coordinating participant workshops, to assisting our plans with day-to-day service support. Jessica is also involved in the benchmarking analysis process we complete for existing and prospective clients.
Jessica graduated from Western Michigan University with a Bachelor of Business Administration Degree in Marketing. Prior to joining MBCIC, she was a Marketing Consultant for ING Financial Advisers.
Jessica resides in Plymouth, Michigan with her husband, Chris and their three children.
As a CFP® at MBC Financial Services, Inc., Joe helps individuals plan for the financial futures of themselves, their families, and businesses by providing a wide range of products and services to address their needs and goals. He can also work with clients in creating a financial plan that will serve their needs over time.
Practice areas include portfolio management, insurance and risk management, retirement planning, design of corporate retirement plans and executive compensation plans, college funding, estate planning and gifting strategies, tax-managed investing, and development of comprehensive financial plans.
Joe has 14 years of experience in the financial services industry and is a CERTIFIED FINANCIAL PLANNER™ professional. Prior to joining MBCIC he worked for Northwestern Mutual Financial Network in Troy, Michigan. Joe has a business degree from Central Michigan University. Previous to beginning his career as a Financial Advisor, Joe spent 20 years working with Small and Medium businesses selling technology and capital equipment, including 5 years with Hewlett Packard.
Joe's licenses include FINRA Series 7, 63, 66, Life/Health insurance licenses. Additionally he earned the CERTIFIED FINANCIAL PLANNER™ designation CFP® in March, 2010 and earned the Accredited Investment Fiduciary®, AIF® designation in 2015.
Joe resides in Lake Orion with his wife Kara and has two adult children, Julia and Joe Jr.
Mark J. Woolhiser is the founder and CEO of MBC Investment Consulting, Inc. (MBCIC). Mark has over thirty five years of experience with plan sponsor retirement plan consulting. Mark is a professional in the defined contribution industry, and he is a frequent speaker at retirement industry conferences.
MBCIC is a full service retirement plan consulting firm focusing on the investment advisory and plan design of defined contribution programs. These programs consist of 401(k), 457, and 401(a) plans. Mark, who is an Investment Advisor Representative of Sigma Planning Corporation, a Registered Investment Advisor, is in charge of all investment advisory and plan sponsor consulting for MBCIC.
Mark, who has been known as a dynamic leader in the Michigan municipal market, has been responsible for the vendor consolidation, repricing and cost reduction of several large municipal defined contribution plans in the state of Michigan.
Mark holds several designations including an Accredited Investment Fiduciary, AIF® designation from fi360.
Mark has a B.S. in Business Administration, with a double major in Marketing and Finance from Central Michigan University. Prior to founding MBC Investment Consulting, Inc. he was a Managing Director of the Great Lakes Region for ING Financial Advisors, focusing on the Government Market, specifically with 457 and 401(a) plans. During his tenure, he was responsible for over $2 billion in retirement plan assets and over 4,000 qualified plans. Mark's licenses include FINRA Series 7, 26, 63, 65 Life/Health and Variable Health.