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J.D. Power

We are proud to partner with @CommonwealthFN, which has been ranked “Highest in Independent Advisor Satisfaction among Financial Investment Firms” by @JDPower for the fifth consecutive time.* We're honored to be associated with a firm that enables us to deliver indispensable service for our clients, which is our top priority!

 

*Commonwealth Financial Network® received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, and 2018 Financial Advisor Satisfaction Studies of customers’ satisfaction among financial advisors. Visit jdpower.com/awards.

Happy Fourth of July!

Independence Day is when we celebrate our nation and freedom.  It is a time to remember our heroes who have fought to keep us free.  We would like to say "Thank You" to all our veterans and serviceman who have served and currently serving our country.

In celebration, I am honored to once again be singing at the Toledo Mud Hens game on Sunday, 07/22/2018.  I will be joining Masterworks Chorale singing The National Anthem at 6 p.m.  to kick off the ballgame.  It will be a fun evening for the whole family including postgame fireworks!

We hope you enjoy Independence Day with parades, barb-b-ques, family & friends, fireworks, music and dance!  Have a safe & fun filled 4th of July! 

See you at the ballgame! 

2018 Five Star Detroit Wealth Manager Award

I am thrilled to announce Mark L. Kerr Jr. has won the 2018 Five Star Wealth Manager award!  Five Star Professional has recognized him in the June 2018 HOUR Detroit magazine.    View his full profile at http://publications.fivestarprofessional.com/books/fung/.  He is also recognized in Forbes http://publications.fivestarprofessional.com/books/sdpo/.

Please help me congratulate Mark!

 

*The Five Star Wealth Manager Award is based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,069 Detroit wealth managers were considered for the award; 322 (3.3 percent of candidates) were named 2018 Five Star Wealth Managers.  (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

Happy Memorial Day!

Our beautiful Spring weather with sunny skies has arrived, the flowers and trees are blooming, and baby birds are chirping!  What a great time of year!  I am really excited to be singing with Masterworks Chorale at our Collage Concert: Opposites Attract.  Love is in the air at this spring concert!  The songs will portray the ups and downs of love, the joyous and heartbreaking nature of romance, and the mystery of attraction that spans from Renaissance chansons to vocal jazz.  Colaborating with Toledo artists including the Ballet Theatre of Toledo,  the concert will be at the beautiful Valentine Theatre in Toledo, OH on Saturday, June 2, 2018 at 8 p.m.  

Wishing you a safe and happy Memorial Day!  Thank you to all of our military personnel for all they have given for our freedom.  

Hope to see you at the Valentine!

Spring Performances

April showers (or snow showers!) bring May flowers!  I recently got back from a long weekend vacation of sunshine; was so great to spend time with my family!  Especially in the sun!

I am honored to be singing Tuesday, 04/24/2018 at Cabaret Night with Masterworks Chorale from 6:00 - 9:00 p.m.!  It will be an evening of Delectable Diversions at Carranor Hunt and Polo Club in Perrysburg, OH with dinner at 7pm, entertainment and fundraising events thru-out the evening!

I am delighted to be singing with the Owens Community Band at The Center for Fine and Performing Arts at Owens Community College in Toledo, OH on Sunday, 04/29/2018 afternoon at 2:30 p.m.  This is the Concert Band Spring Concert with pieces from Les Miserables, Jesus Christ Superstar, marches, Italian music, a Dancing with the Stars feature, and more!

Hope to see you in the audience!

Happy Spring!

Such an wonderful time of year!  I am starting to hear the birds sing more and more, the flowers are starting to peek out of the ground, the trees are starting to bud, and the daylight hours are getting longer.  Speaking of light, I am excited to share my Masterworks Chorale Classics Concert with you; From Darkness into Light!  This concert on Saturday, March 24th, 2018 features compositions that express our hope for light.  One is an Easter cantata by Bach and another is John Rutter's Requiem.  The music in this concert brings us from the darkness of the tomb into the brightness of the resurrection; we are reminded of the brevity of life, and concludes with a calming prayer for hope and light eternally.  

 

Merry Christmas & Happy New Year!

It's been a busy holiday season already full of festivites, hustle and bustle.  With several gatherings yet to come, I am grateful for the love that surrounds me, my family, good food and laughter.  I am looking forward to spending time with family and friends over the next couple weeks to celebrate this joyous season.  It will be good to take some time and simply be present.  

During this Christmas season, I am truly grateful to have had so many opportunities to sing!  Offering music that expresses joy, radiant love, starlight, the dark and light of the season has been extremely rewarding.  I am excited to share my Masterworks Chorale Christmas Concert with you!  This concert will be broadcast on the radio at WFTE FM 91.3 on Christmas Day at 2 p.m.  It will be shown on WGTE public television on Thursday, December 21, at 10 p.m., and on Christmas Day at 7:30 p.m.  I hope you enjoy!

Wishing you a Merry & Joyful Christmas and a Happy & Healthy New Year! 

Happy Thanksgiving!

The Holidays are upon us!  I am looking forward to spending time with family; cooking, laughing and singing!  The next couple of weeks are packed with performances to celebrate the Holiday Season.  It begins when I sing in the chorus for The Ballet Theatre of Toledo's Nutcracker Friday Nov. 24 at The Valentine Theatre in Toledo. 

On Sunday, Nov. 26 at 2:00 p.m., I will be singing in the Fall/Winter Concert for The Polish American Concert Band at Woodward High School in Toledo. 

The following weekend, Saturday, 12/02 at 3:00 p.m., I will be performing at the Toledo Museum of Art with the Toledo Opera Chorus and Toledo Symphony Orchestra for Christmas at the Peristyle. 

Later that same day, I'll be off to Epworth United Methodist Church in Toledo for an 8:00 p.m. concert with Masterworks Chorale, and a second concert on Sunday, 12/03 at 4:00 p.m. 

My holiday performances wrap up “full circle” when I will once again sing in the chorus for the Nutcracker Ballet.  This time, it's put on by The Toledo Ballet, Saturday, 12/09 at 7:00 p.m. at the Stranahan Theater in Toledo. 

I am grateful to celebrate this joyful time of year through voice and for the blessings of health, family, and friends!  Happy Thanksgiving!

Fall 2017 Update (And my performance for the Toledo Mud Hens)

Greetings everyone! Welcome to our new blog page. Here, we will keep you updated on the events behind-the-scenes at Village Wealth Management.