Mark E. Carter is the founder and president of the Financial Strategies Group. He began his career with New York Life and earned his Chartered Financial Consultant designation from the American College. Mark has been working as a financial professional for 27 years and continues to service clients with the utmost integrity.
Mark was raised outside of Akron, OH. Shortly after graduating high school Mark moved to Flint, MI where he met his wife, Tina. They married in 1984 and currently reside in Swartz Creek, MI where they have raised their three children; Brandon, Brittany, and Brice. Mark's passion in life is working in this business and being surrounded by his family. When he isn't working he is always enjoying the outdoors and spending time with his grand babies; Paisley, Owen, Sawyer and Chloe.
Brandon has been a hard working and loyal member of the Financial Strategies Group team since 2007. Brandon attended Central Michigan University and was a part of their top 10 wrestling team as a four year starter. He earned NWCA Academic All-American Honors and graduated with a Bachelor’s degree in Applied Arts and majored in Entrepreneurship with a minor in Finance. Brandon has also earned a Master’s of Science degree in Financial Services from The American College of Financial Services. In addition, Brandon has completed the rigorous requirements to earn CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®, Certified Investment Management Analyst®, and AEP® designations.
Brandon married his high school sweetheart, Becky, in 2008. They reside in Durand, MI with their three children, Paisley, Owen and Sawyer. Brandon is an active board member of Newlife Community Lutheran Church, loves spending time with his family and enjoys just about any outdoor activity.
Brice has been a Financial Advisor with Financial Strategies Group since 2011 and is a proud graduate of Central Michigan University, where he earned a Bachelor of Science in Business Administration, majoring in Personal Financial Planning. After finishing his internship at FSG, he graduated from CMU and completed the requirements to become a CERTIFIED FINANCIAL PLANNER™ (CFP®) making him one of the youngest individuals to receive the designation. Additionally, Brice has also completed the requirements to become a Chartered Financial Consultant® and a Certified Investment Management Consultant® (CIMA®).
Brice resides with his wife, Cori, their daughter Chloe and their two dogs, Colt and Thor in Fenton, MI. Brice enjoys many outdoor activities such as mountain biking, fishing, and golfing. His motto is: “One does not plan to fail, they fail to plan” and he hopes to help his clients meet their financial goals with plans catered to their needs.
Kyle has been with Financial Strategies Group since 2013. Before joining FSG, Kyle attended Central Michigan University. It was there that he graduated with a Bachelor of Science in Business Administration, majoring in Personal Financial Planning.. Kyle began his professional career as a Financial Adviser at Edward Jones Investments. His passion for pursuing education above the standard can be attributed to Zig Ziglar’s quote “Success is when hard work meets opportunity”. Kyle specializes in asset accumulation with an emphasis on taxation with regards to retirement income planning. Today, he is a part of an elite group of financial professionals that has the CERTIFIED FINANCIAL PLANNER™ practitioner and Chartered Financial Consultant® designations.
Kyle resides with his wife, Mackenzie and their two dogs, Paisley and Wrigley in Lansing, MI. He enjoys watching sporting events and outdoor activities such as hunting and fishing. As an advisor, Kyle works to maintain genuine, long-lasting relationships as he believes trust and familiarity is a crucial element for his clients to avoid financial pitfalls and reach their financial goals.
Ronnie joined the Financial Strategies Group in 2011 bringing a vast amount of experience in financial services. Before joining us, Ronnie helped financial professionals identify their goals and client needs while developing efficient strategies at a National Financial Firm. He also started an estate planning and wealth management firm in 2007 where he worked with business owners and families to protect their assets during the significant economic downturn. With a Bachelor degree in Business Management from Eastern Michigan University, his philosophical approach to financial planning and asset protection is “with the heart of a teacher”. The two things Ronnie enjoys most about his work are earning someone's trust and empowering people by showing them their dreams are truly attainable.
"When you put your mind to something and work hard for it, anything is possible." This is a lesson Ronnie applies to his professional and personal life. Ronnie married his best friend, Kristy, in 2009 and currently resides in Livonia, Michigan with their children Esmie, Tobin and Tye.
Justin Meyer joined the Financial Strategies Group Team as a service member in September 2012 and quickly developed into a Financial Advisor by 2014. Best summed up in a quote from Nelson Mandela “Education is the most powerful weapon which you can use to change the world”, Justin has a passion for educating people about finances and regularly speaks to middle-school students about the fundamentals of financial planning and investments. As an advisor Justin strives to educate his clients on the complexities of financial planning in a way that is easy to understand.Justin was raised in Swartz Creek, MI where he met his wife, Nicole. They married in September of 2013 and now reside in Durand, MI with their sons Emmett and Gideon. Outside of work, Justin is actively involved in his church, and enjoys spending time with his family and golfing.
Steve joined Financial Strategies Group during the summer of 2019. Having decades of experience managing successful sales forces in the corporate world. Steve started in Financial Services with Transamerica Life Insurance until he received his Series 7 and Series 66 licensing and reached his lifetime interest goal of working in the world of Finance. Steve believes that relationships are built on trust and that “You are what you do, not what you say you’ll do”. As Benjamin Franklin said “Well done is better than well said”. These relationships are the foundation of every financial success.
Steve and his wife, Darcy met in High School and have raised two amazing sons. Being a husband of the office manager in the same office keeps him on his toes but he wouldn’t have it any other way. Being a father of two active boys gets Steve out of his suit and into the garage many days and out in the trails on occasion. While he enjoys many activities outside the house, spending time with his family is most important.
Ronald S. Thompson is a financial advisor with the professional designations of Chartered Financial Consultant, Chartered Life Underwriter, and Certified Financial Planner.
Ron is also a licensed attorney (Michigan and Ohio) who practices in the areas of estate, business, real estate and tax planning with the firm of Thompson Stewart, PC. Ron received his undergraduate degree from the University of Michigan, his MBA from Boston University, and his law degree from the University of Detroit Law School, General Counsel for several corporations, and a law partner with several firms. Ron’s practice focuses primarily on asset protection, tax and succession planning.
Ron has been married to his wife Sue since 1978, and has four adult children, Ronnie, Katie, Joey and Trevor.
Dave and his wife, Terri, who have been married for more than 40 years, have had the opportunity to live all over the nation. They love traveling, seeing new sights, and meeting new people. Their focus on life-learning and giving back to a nation that has given them so much provides the energy for active life-styles. The family, including three adult children, continually shares stories among the various locations, as each location offered unique insights, events and culture. Terri, who serves as a Business Analyst for the State of Michigan, is busy volunteering for the Cancer Society, for her college sorority, Zeta Tau Alpha, and as a certified Master Gardner. She presently volunteers for a Lansing grade school for children with special needs and the Ingham County Youth Center to educate children about basic gardening. In the meantime, in addition to exercising in his home gym, Dave focuses on a passion for continuing education and following sports teams. A veteran, Dave serves as a personal financial counselor to the military. On many weekends he is meeting with members and their families, who have been deployed or are having family events.
Raised in Ohio, he has lived in Lansing since 2008, when he became the Chief Financial Officer for the Sparrow Medical Group. After he left health care, he taught business and healthcare finance in college, before focusing more on personal financial planning after 2012. Dave had decided that he wanted an encore career as a financial planner and earned a license as CERTIFIED FINANCIAL PLANNER™ in 1993 in preparation for the transition.
Dave served 40 years as a healthcare executive and consultant all over the nation. With national expertise as a business and corporate planner and as a medical practice financial executive, he transferred his experience and skillset to that as a personal financial planner. He remains active in health care as he serves on health care education committees and attends many continuing education events for health care executives. Dave holds certifications as a Chartered Retirement Planning Counselor (CRPC®), Accredited Asset Management Specialist (AAMS®), and Accredited Portfolio Management Advisor (APMA®). He is presently enrolled in the Certified Private Wealth Advisor (CPWA®) program through Yale University.
He earned an MBA in Finance from DePaul University, a Master of Science in Health Services and Management Policy from the College of Medicine and a BA in Economics from The Ohio State University. He is a Graduate Student in Purdue University’s Master of Science in Economics. His healthcare executive designations as a Life Fellow in the American College of Healthcare Executives (LFACHE®) and as a Fellow in Health Care Financial Management Associations (FHFMA®).
Kristin joined Financial Strategies Group in 2018. She has over 15 years of experience in the Financial Services industry, working in various areas including compliance, trading, investment management, and client services. She has worked with several industry leading companies including Charles Schwab, TD Ameritrade, Fidelity, and MassMutual. Kristin has a bachelor’s degree from University of Michigan. She is a Registered Investment Advisor, and also holds the Chartered Retirement Planning Consultant (CRPC) and Accredited Asset Management Specialist (AAMS) designations from the College of Financial Planning.
Being the FSG lead on trading and compliance, Kristin is able to see the value and importance in the details. Kristin maintains the integrity of FSG by holding us to the highest compliance standards, ensuring that she is educated on the ever-changing regulations and systematically putting policies into place that protect our clients. We are very fortunate as a firm to have Kristin’s years of experience and passion for the industry to rely on. Keeping our client’s information safe and up to standard is of the highest importance to FSG and Kristin ensures that those standards are kept.
Kristin lives in Grand Blanc with her boyfriend Xiaowei and their three children Sadie, Meadow, and Miles. She adores all things natural, such as hiking, sunsets, gardens, and the woods. In her spare time, she teaches and practices yoga and enjoys spending time with family and friends.
Melissa joined the FSG Team in 2019. Before joining us she graduated with a Bachelor’s degree in Business Finance from Oakland University, and has over seven years of experience in the Financial Services industry. What she would say that she loves most about working for FSG, is the atmosphere. “You feel like you are part of the family right from the beginning.”
FSG has been honored to have Melissa as our very first Assistant Financial Advisor (AFA). Melissa takes an extraordinary amount of pride in the quality of her work. She has taken the role of AFA above and beyond all expectations. Melissa saves our advisors a sizable amount of time and her ability to maximize their efficiency is unmatched. In her AFA role, you will notice Melissa sitting in on meetings taking notes, crafting personalized financial plans, and assisting in research to affirm that we are offering the best options for our clients.
Melissa and her husband, Mitchell, have been married since 2012 and welcomed their baby boy, Brayden, in 2018. Melissa loves spending time with her family and friends. During the summer you can find her kayaking, camping, tubing down the Manistee River, and playing outside with her two golden retrievers, Tiberius and Caesar.
Brittany joined the Financial Strategies Team full time in 2011. She graduated from Cornerstone University in Grand Rapids with her Bachelor's degree. While attending college, Brittany worked part time at FSG and for 5 years she worked in ministry as a youth and children’s pastor. Her favorite part of working at FSG is finding new ways to build our team and our business. Brittany is extremely passionate about ensuring that all FSG team members have all that they need in order to thrive and that is exactly why we love having her around. Her ability to take a big idea and break it down into detailed action items is what takes our dreams and makes them a reality. Brittany’s success as our COO lies in her ability to hire the right people for the right positions, ensuring that everyone she hires knows more than her in their particular area. That is the philosophy that FSG is built on, hire the best and give them what they need to succeed.
Brittany and her husband James reside in Swartz Creek. They met in high school and reconnected after he came back from the military. In her spare time she enjoys hanging out with James, spoiling her six nieces and nephews, and being involved in her church.
Haley has been with the Financial Strategies Team since 2015. Before joining us she graduated from Northwood University with a Degree in Business Administration, majoring in Marketing. Haley previously worked at the State of Michigan as a student assistant and Farm Bureau Insurance as an intern and recruiting coordinator. She loves being apart of the FSG family and the team mentality that everyone shares. Haley is a champion in the ranks of FSG’s marketing strategy. From the time that Haley joined our team, she has been the backbone of bringing our marketing efforts to a whole new level. Being FSG’s only marketing director for 3 years, Haley has an amazing ability to balance the creative energy of our large team to ensure that we are all moving forward with a united vision. Haley does all of our design work, leads the charge for our brand consistency, and ensures that all of our marketing efforts are strategically executed and up to standard.
Haley married her High School sweetheart, Brad, in 2016 and welcomed a baby boy, Samuel in November of 2017. In her free time, she enjoys drawing, reading and being with family and friends.
Allie joined Financial Strategies Group in late 2018. She graduated from Mott Community College with a degree in General Studies. She came to FSG after flying around the country for two years as a flight attendant. Allie has always been passionate about digital media, as she owned her own photography company in her early 20’s. Her favorite part about working at Financial Strategies Group is being able to express everyone's fun personalities through our digital media.When Allie joined the FSG team she brought an immense amount of creativity and experience in digital media along with an infectious level of enthusiasm. We often hear Allie pose the question of, “Why Not?”, which allows our team to dig deep and think outside of the box. Allie leads the charge in our video content, she is the producer of Prosperity By The Pint podcast, and is our lead in making sure that you have a top-notch experience when you walk into the doors of FSG.
Allie currently resides in Flint. She loves spending time outdoors, hiking and camping. She loves traveling to new places and meeting new people - her travel bug will never go away!
Alaina has been with Financial Strategies Group since 2010. Before joining the team she spent years in sales and found that it was not what she enjoys and eventually stumbled upon FSG. Since then she realized that administrative and customer service are her passion, saying “I love everything about FSG, my job, the advisors and the staff. It is challenging and busy, but never a boring day.”Starting out as our lone administrative assistant in a growing office, Alaina has become the cornerstone of our FSG team. When we were able to effectively hire around Alaina’s strengths and weaknesses that’s when FSG’s team found a rhythm that has brought us where we are today and will bring us into our next several decades of success. As our Administrative Manager, Alaina is a servant leader in making sure that she is always there to assist those that she is leading.
Alaina comes from a large family and is the oldest of 5 siblings. She has been married to her husband, Chris, for 12 years and they have two daughters, Riley and Skylar. In her free time she enjoys traveling with the warm weather, scrapbooking and spending time with her family.
Connie has been with the FSG team since 2015, bringing to us many years of experience in office administration. When asked what her favorite part of working at FSG she said “It's never dull! Great Bosses with awesome co-workers who are always willing to help”.When Connie came to FSG the team knew that we were getting a hardworking and detailed addition. She has proven us to be correct and she continues to exceed our expectations. This makes her a perfect match for the skills needed to lead the charge in processing our new managed money accounts, servicing all types of client accounts, and doing all that she can to support her fellow teammates. Being such a reliable source for our company and clients makes Connie an irreplaceable part of FSG.
Connie has been married to her High School Sweetheart, Ken, for 37 yrs and they have two children, Cori and Kyle. In her free time, she enjoys updating her home, soap making, crafts, mountain biking, and spending time with her granddaughter, Chloe.
Amy has been with Financial Strategies Group since 2017, bringing with her previous experience as a buyer and payroll manager. When asked what her favorite part of FSG she said “Working as a team, our service team works so well together, it makes for an enjoyable work environment.”Joining FSG, Amy had 20years of experience with her previous company, we instantly knew that her loyalty was a sign of her depth in character that would make her a great fit for our FSG team. You will hear our team often joke that Amy is the “Queen of Life” because she is the lead on processing all life insurance that is implemented throughout FSG. Additionally, Amy provides amazing service to our clients, she is our lead in processing fixed accounts and assists with appointment preparations and scheduling when needed. Amy has quickly become a crucial part of the FSG team.
Amy and her husband, Casey, have been married for over 15 years and have two children, Caleb and Laney, as well as two pets, Mel and Bella. In her free time she loves playing outside with their kids, going to the beach during the Summer, scrapbooking and tailgating MSU football in the fall.
Michele joined the FSG team in 2018. She graduated from Northwood University with a degree in Business Administration, specializing in Marketing Management. She then gained over 20 years of experience in the insurance and customer service industry. Her favorite part of FSG is working with the clients and getting to know her co-workers. When seeking a genuine and carrying personality to connect with our clients we knew that we did not have to look any further than Michele. Michele not only excels and has amazing experience in client service, but she also has a passion for it. Because of that passion, Michele thrives connecting with clients through scheduling appointments and ensures that all of our advisors are well equipped for every meeting through preparing appointments. Michele brings a whole new light to our team and we are confident that our clients have noticed that as well.
Michele loves spending time with her 2 daughters and a group of friends she's had for over 30 years. She also enjoys camping, frequently visiting Lake Michigan, cheering for her favorite team, the Michigan Wolverines, cooking and trying to finish a bucket list of 100 things/places to visit in Michigan.
Paige joined the FSG team in 2019. She has a General Associate's Degree from Lansing Community College. Paige has previous experience in customer service and enjoys working with people. She also brought multitasking, organization, leadership, and communication from her many years working at YMCA Daycare. Paige loves working for FSG because "They give back to their community and I love working with my co-workers, and being apart of the FSG Family!" Paige originally started her time with FSG as a temporary employee, she helped with several projects and ensured the integrity of our data. We quickly realized that Paige has a lot to offer FSG and our wonderful clients. Her hard work and welcoming personality make her the perfect person to answer phones, greet anyone entering our Okemos office, and being an overall support to the rest of our FSG team. No matter what is needed, big or small, Paige comes through and completes each task with joy and excitement.
Paige lives with her high school sweetheart Kollyn, along with her 2 dogs Samantha and Riley. In her free time she loves to travel, going to the beach, dance, gardening, and being outside and spending time with family and friends.
Darcy is our Northville Office Manager. She has worked in the Financial Industry for over 10 years earning her Series 6 and Series 63 in 2013. She fell into the industry by chance and has felt grateful ever since. When asked about her career and now working with Ronnie, she'll reply every time saying, "I love my what I do. It fits me perfectly."Since day 1 of joining the FSG team, Darcy has been the perfect person to lead Ronnie and our Northville team to a new level of success. Darcy is the lead team member in that office. She ensures the highest level of service for our clients and goes above and beyond in her role as Ronnie’s executive assistant. Darcy has a passion for growing successful teams and we cannot wait to see how she continues to do that at FSG Northville.
Darcy met her husband in High School and they recently celebrated their 25th Anniversary. They have 2 sons and you'll find the four of them together often cheering their sons on at their Rugby game, mesmerized at a theater, taking in a picnic and a bike ride in a park, getting muddy off-roading up north, or simply enjoying family game nights.
Reva joined the Financial Strategies Group team in 2018. She graduated from Schoolcraft College with an associates degree in Liberal Arts, has over 10 years of office experience, and was blessed to be a stay at home mom with her children during part of that time. When asked about her favorite part of working at FSG, she said “I love working with the Northville team. Each day is so fun that most of the time it doesn’t feel like working. It’s great getting to know the clients and their families!”Reva has been an amazing addition to our Northville team and has continued to grow in her role since the day that she started. Her level-headedness and positive attitude bring a wonderful balance to her team and allow her to excel in her role of providing excellent client service to all who enter the office. Reva also takes the lead in scheduling clients and maintaining the integrity of data.
Reva has been married to her husband, Sean, for 13 years and they have three children, Caleb, Adelyn, and Nolan. In her free time she loves reading and playing with her kids. Going to the beach and having food parties are one of their favorite activities.
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