Mark E. Carter is the founder and president of 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 grandbabies; Paisley, Owen, Sawyer, Chloe, Bree, Quinn, and Piper.
Brandon has been a hard working and loyal member of the Financial Strategies Group team since 2007. He 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 of Science in Financial Services (MSFS) from The American College of Financial Services. In addition, he 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. He 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®, a
Certified Investment Management Analyst® (CIMA®), a Chartered Advisor in Philanthropy (CAP®), a Certified Digital Asset Advisor, and earned a Masters of Science in Financial Services (MSFS).
Brice resides with his wife, Cori, daughters, Chloe, Bree, and Quinn, and their dog, 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.
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's 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.
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 regard to retirement income planning. Today, he is a part of an elite group of financial professionals who have the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®, and Certified Digital Asset Advisor 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.
Justin Meyer joined the Financial Strategies Group team as a service member in September 2012 and quickly developed into a Financial Advisor by 2014. He also earned his Charted Financial Consultant and Retirement Income Certified Professional designation from the American College. 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.
Tate joined Financial Strategies Group in 2021. Before joining FSG, he earned a degree in Economics from Adrian College, and in 2001 he began his career as a financial advisor. Since then, he has earned his Series 6, 63, and 65. Tate’s dedication can be summed up in Ron Carson’s quote, "Success in life is about accumulating true wealth. True wealth is all that we have that money can't buy and death can't take away." As an advisor, he is passionate about helping people reach their financial goals and achieve peace of mind.
Tate resides in the Linden area, along with his four children, Asante, Maddox, Malachi, and Nala. He is an active member of the Linden community and enjoys working out, reading, and spending time with his family.
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.
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 five 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 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 CEO lies in her ability to assess the strengths and weaknesses of individuals, as well as FSG as a whole. In doing so, she is able to ensure a healthy, stable, and thriving culture driven by a clear vision and the right people to make it happen.
Brittany and her husband, James, and daughter, Piper, reside in Flushing. They met in high school and reconnected after he came back from the military, marrying in 2013. In her spare time, she enjoys being with family, volunteering at church, and going to the farmer's market.
Kristin is our Chief Compliance Officer. She has been with Financial Strategies Group since 2018 and has two decades of experience in the Financial Services industry. She has worked with several industry-leading companies, including Charles Schwab, TD Ameritrade, Fidelity, and MassMutual. She is a Registered Investment Adviser, an Investment Adviser Certified Compliance Professional (IACCP®) with National Regulatory Services, and is an avid member of the Investment Adviser Association, representing both firms and clients across the country. She also holds the Chartered Retirement Planning Consultant (CRPC®) and Accredited Asset Management Specialist (AAMS®) designation from the College of Financial Planning. Kristin has a bachelor’s degree from the University of Michigan. She is an advocate for financial education and awareness for consumers. She personally strives to continuously evolve her expertise in the financial field and enjoys learning.
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's heart and soul revolve around her two children, Sadie and Miles. Kristin and her family reside in Grand Blanc. She adores all things natural, such as hiking, sunsets, gardens, and the woods. In her spare time, she is a yoga instructor in Grand Blanc and spends a lot of time volunteering in various positions for the schools and other local organizations.
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 nine 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 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 son, 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.
Hunter joined Financial Strategies Group in 2021. He graduated summa cum laude from the University of Michigan with a Bachelor of Business Administration in finance with a concentration on investments. He previously served as an intern on the financial planning and analysis team for LafargeHolcim while at UofM.
Hunter's passion for finance and high intellectual capacity makes him a perfect fit as our lead researcher and trader. Spending his days submerged in numbers and analyzing to his heart's content makes him a great asset to FSG, and we are made better by his dedication.
Hunter enjoys continuously learning new things, reading, nature, playing piano and chess, and assisting others with personal and professional development in his spare time.
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 a part 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 three 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 they have two children, Samuel and Logan. In her free time, she enjoys drawing, organizing, and spending time 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 Swartz Creek. 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 enjoyed and eventually stumbled upon FSG. Since then, she has realized that administrative and customer service is 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 hire around Alaina’s strengths and weaknesses effectively, 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 Operations Manager, Alaina is a servant leader in making sure that she is always there to assist those that she leads.
Alaina comes from a large family and is the oldest of 5 siblings. She has been married to her husband, Chris, since 2008, and they have two daughters, Riley and Skylar. In her free time, she enjoys traveling in the warm weather, scrapbooking, and spending time with her family.
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 was, she said, “Working as a team, our service team works so well together, it makes for an enjoyable work environment.”
Joining FSG, Amy had 20 years of experience with her previous company; we instantly knew that her loyalty was a sign of depth in her character that would make her a great fit for our FSG team. In 2022 Amy was promoted to FSG's Administrative Manager. Amy is the type of leader that others are excited to follow, and she makes working as part of her team easy and enjoyable.
In addition to her reputation for being a standout leader, 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, she provides amazing service to our clients and is our lead in processing fixed accounts. Amy has quickly become a crucial part of the FSG team.
Amy and her husband, Casey, have been married for over 16 years and have two children, Caleb and Laney, as well as two pets, Bella and Parker. 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.
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 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 39 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 granddaughters, Chloe, Bree, and Quinn.
Amanda joined the Financial Strategies Group team in 2021. She previously owned her own salon. After years of dedicating her time and investing in others by helping them feel better about themselves through the power of amazing hair, Amanda decided she was ready for a change. We are extremely excited that we got to be part of that change! Amanda is now investing in others as part of our operations team. Her main focus is opening new TD Ameritrade accounts but don't be surprised if she answers the phone when you call, or she reaches out to you to help with an existing account. Amanda rounds out our team in both skillset and personality, and we are truly excited to have her as part of our team.
Amanda has been married to her husband, Jacob, for six years, and they have two children, Iris and Barrett. In her free time, she enjoys spending time with her family, and with two kids under 4 keeping her on her toes, she tries to get some me-time at the gym when she can!
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 a part 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 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 two dogs, Samantha and Riley. In her free time, she loves to travel, go to the beach, dance, garden, be outside, and spend time with family and friends.
Becca joined our Financial Strategies Group team in 2021. She previously obtained her cosmetology license and earned a bachelor's degree in Business Management from Baker College. With her education along with experience running her own business, we knew immediately that Becca would be a great asset. Becca's current role is to support everyone around her. She is constantly being pulled in several directions at once and is always willing to jump at the chance to help others. Having someone like Becca on our team that we can rely on is a blessing and makes each one of us better.
Becca and her husband, Mitch reside in St. Johns. They have a son, Daniel, and two fur babies, Baxter and Nova. In her free time, she enjoys spending time with her friends and family, gardening, and doing home projects.
Maggie joined Financial Strategies Group in 2020. She graduated from Saginaw Valley State University with a bachelor's degree in Criminal Justice, minoring in Sociology, and earned the Financial Paraplanner Qualified Professional (FPQP) designation from the College of Financial Planning at Kaplan University. Maggie also brings over ten years of managerial experience at Red Robin. When asked about her favorite part of working for FSG, she said, "Connecting with clients, learning something new every day and everyone we work with - such a positive work environment!"
Maggie's role at FSG is "Flint Office Coordinator." This means that she ensures our Flint office runs efficiently, our candy/snack bar is always stocked, and that our amazing clients feel just as at home in our Flint location as they do in Okemos and Northville. Maggie is also in charge of scheduling appointments for our team of advisors, and she is the friendly voice that you will hear, reminding you that it is time for your review. And as if that isn't enough, she is our lead when it comes to making sure our advisors are prepared with the proper information for each and every one of their appointments. We are certain that without Maggie filling this role, we would experience chaos.
Maggie was born in Germany while her parents were in the Military and grew up near Lapeer when they returned to the US. She is married to her husband, Jake, and they have a fur baby, Ester. In her free time, she enjoys camping, traveling, cooking, and hanging with her dog.
Darcy is our Northville Office Manager and has been Ronnie Thompson's Executive Assistant since 2016. She began working for Financial Advisors in 2007, earning her Series 6 and Series 63 in 2013. She fell into this industry by chance and has been grateful ever since. When asked about her career and now working with Ronnie, she'll reply every time, saying, "I love what I do. It fits me perfectly."
Darcy joined the FSG team at the perfect time. Our Northville office was growing fast and needed someone with her experience and knowledge to reach those new heights. Her dedication to attentive & kind client service as well as her commitment to going above and beyond in her role as Ronnie’s executive assistant, have been key parts of those successes.
Darcy spends quality time with her family and friends enjoying live entertainment, traveling, the outdoors, and dining.
Laurie joined the Financial Strategies Group team early in 2022. She previously worked in the medical field and gained a passion for customer service. Laurie enjoys how much FSG values its clients and how goal-oriented FSG is in making its clients successful.
Laurie has been a strong addition to our Northville team and has surpassed expectations in her role since the day that she started. Her level of motivation and positive attitude brings 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. Laurie also takes the lead in scheduling clients and maintaining the integrity of data.
Laurie resides near Detroit with her fur baby, Shadynasty. In her spare time, she enjoys hiking, traveling, exploring, and catching up with friends and family.
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