FRIESE FINANCIAL ADVOCATES - Key Persons
Angie has enjoyed assisting clients in the insurance and annuity industry for more than 7 years and has been dedicated to serving in customer service roles for 20 years. She is part of the Friese Financial Advocates, Inc. support team and is committed to providing exceptional service to our clients.
Angie and her husband Dave have 5 children and 10 grandchildren. She loves spending time with family and friends. Her interests are traveling, hiking, cooking, and gardening.
I am new to the financial industry. This will be my first year working with Friese Financial.
I have prior experience working with a private CPA for 5 years. I also have over 20 years of Customer Service experience as well as office support experience.
I am married and have 6 kids. I like to be outdoors and attending my kids sporting events. I also have 2 fur kids, Cannon and Zarra.
Job Titles:
- Vice President of Operations
Margaret is Vice President of Operations. She is a veteran in the field with over 20 years of experience in the financial services industry. She is an advocate for many community service programs along with her husband, Mark, and their...
Margaret is the Vice President of Operations. She has over 30 years of experience in the financial services industry. She prides herself on developing strong customer relationships as well as maintaining professional relationships with various outside vendors including third-party money managers, broker dealers, and clearinghouses. She is responsible for compliance, staff training, and opening all new accounts.
She enjoys spending time outdoors, especially with her husband Mark and labradoodle Gracie, and of course, rooting for her hometown Buffalo Bills.
Mark entered the financial services business in 1991 with Northwestern Mutual while attending Michigan State University as a college agent intern and holds a Bachelor of Arts in Financial Administration. He moved back to the Chicago...
Mark entered the financial services business in 1991 with Northwestern Mutual while attending Michigan State University as a college agent intern. He holds a Bachelor of Arts in Financial Administration. He moved back to the Chicago area in September 1993 and started working at Richard E. Friese Financial Consulting Service, Inc., where he benefited greatly from his father's long time experience in the Life Insurance industry.
Mark has his certification from the College of Financial Planning and was a NFLPA Registered Financial Advisor from 2014-2017. He is a member of numerous networking groups and organizations, including Million Dollar Round Table and has been the recipient of many industry awards throughout the years.
Mark is very focused on helping clients reach their financial goals by providing personalized, knowledgeable advice in many insurance and investment products. Mark and his wife Heather currently live in Libertyville, IL and have three wonderful children, Hayden, Hunter and Hollis. His current hobbies include water skiing, golf, bird hunting, fishing, hiking and snowshoeing.
In partnering with individuals, professionals, business owners and their families, Mike is committed to helping his clients make financial decisions from a position of strength. Believing there is no single factor more important in...
In partnering with individuals, professionals, business owners and their families, Mike is committed to helping clients make financial decisions from a position of strength. Believing there is no single factor more important in life than the value of strong relationships, he prides himself on his business aptitude and unique ability to listen and respond to clients' needs from personal protection to the wealth management component of their financial model.
Originally from Buffalo Grove, Mike is a graduate of the University of Iowa (B.A. Economics). Mike holds Series 7 and 65 registrations and is life insurance licensed.
Mike and his wife Liz currently reside in Arlington Heights with their two sons. Mike enjoys reading, traveling, playing golf and watching his kids play sports.