Mark L. Kerr Jr.
Mark is an Investment Adviser Representative with Commonwealth Financial Network® (Member FINRA/SIPC). He maintains FINRA Series 7, 24, and 66 securities registrations. He is also an Accredited Asset Management Specialist. Mark is a three-year Five Star Award Winner of Wealth Manager Investment Professionals as seen in the Detroit’s Hour Magazine, most recently in June 2018.*
Mark began his career as a financial advisor in 2007. He established a financial services business in Dundee the old-fashioned way—by going door-to-door. Having built a business from the ground up, Mark understands the value of faith in God and hard work.
Mark has a committed approach, offering face-to-face and down-to-earth financial advice. His primary focus is providing financial direction and investment advice based on his clients’ long-term goals and objectives. Mark has loyal clients who have entrusted their financial futures to him for more than a decade. He holds the interests of his clients above all else and helps his clients make decisions tailored to meet their individual needs.
Running a business in the Dundee community comes naturally to Mark. He has been a financial advisor in the village for more than a decade. Mark enjoys being part of the greater Dundee community and contributing to the many social organizations and charities here.
As an extension of his business reach to the community, Mark has participated in Relay for Life, the Dundee Rotary, the Dundee Area Business Association, and the Dundee Christmas parade, and he has run several coat drives. He enjoys hosting an annual Fall Festival at a local corn maze for his clients, as well as Coffee Club gatherings several times a year. These social gatherings allow Mark to provide his characteristic personal touch to market updates and strategies.
Mark married his first love, Elisabeth (Liz), in 1999 and is the proud father of four beautiful children: Alice, Ashley, Zachary, and Autumn. He enjoys volunteering at his church, traveling with his family, hunting, and camping.
*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 reflect 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.
Colleen M. Geftos
Colleen serves as office manager of Village Wealth Management. Colleen takes pride in running the office. She assists Mark with administration, marketing, client events, managing the office, bookkeeping, and serving and supporting their clients. She has worked with Mark since 2008. With her knowledge and experience, Colleen is an excellent resource for clients and an integral part of helping ensure that each client has the best possible experience with Village Wealth Management.
Colleen grew up on a farm in Minnesota. She made her way to Casper, Wyoming, where she attended Casper College majoring in vocal performance. While in Casper, she and her husband met playing opposite one another in a production of "I Hate Hamlet." They married at Our Lady Queen of the Most Holy Rosary Cathedral in Toledo in 2003 and now have two beautiful, beloved children.
Colleen loves being a part of the Dundee community. Raising her family and living and working in the village of Dundee has been a wonderful experience, where the Midwest values of hard and honest work and knowing your neighbor are appreciated and recognized. Colleen is excited to be a part of Village Wealth Management, where she applies these same values and ethics.
Colleen enjoys spending time with her husband and children, traveling, reading, and singing. She is grateful for all her blessings in her life. Colleen and Mark look forward to working with you to achieve your long-term financial goals.
Client Support Specialist
Michelle serves Village Wealth Management as a client service specialist. She assists with administration, marketing, and client events. In fact, you might say that Michelle has been assisting Mark for the past 30 years—she is also Mark’s sister!
Over the last nine years, Michelle has remained a professional in the financial services industry. She has worked in the same capacity, providing support to a financial advisor while keeping the long-term goals of the investors at the forefront of her priorities.
Her focus is to provide excellent client service. Michelle accomplishes this by providing accurate, detailed, and immediate information for Mark and his many loyal clients. She enjoys helping people and loves to make a positive difference in the lives of others.
Michelle was born and raised in Pennsylvania. She moved to Michigan in 1998. Since living in Michigan, she met the love of her life, Moises. They married in 2007. They now have a son, Claiton, and a daughter, Michaela.
Mikel J. McClellan
Chief Investment Officer
Mikel is the chief investment officer at Village Wealth Management. He maintains FINRA Series 7 and 66 securities registrations. He has been in the financial services industry for 21 years.
Mikel began as a Nasdaq and options trader in 1998. He was responsible for the International Trading Desk and Options Desk early in his career at Olde, which was acquired and became H&R Block Financial Advisors. After the acquisition, he spent time in United Bank & Trust's Investment division as an advisor and portfolio manager. Upon the passing of his boss and friend, Mikel transitioned to an advisor at Edward Jones, where he spent 10 years and held various roles in advisor recruiting and as the technology leader. During those years, he also met and became friends with Mark Kerr as his field trainer.
Six years ago, Mikel left Edward Jones and opened his own firm, Asymmetric Wealth Management. When the opportunity to "get the band back together" arose with Mark and Village Wealth Management, he was excited to do so.
Mikel is married to his amazing and beautiful wife, Kara. They have five wonderful children, one daughter-in-law, and a 1-year-old grandson. He enjoys bass fishing, riding his Triumph motorcycle, Chelsea football (soccer!), and spending time with his family—usually up north at their seasonal campsite.
Mikel counts it a blessing to be a part of a gifted and caring team at Village Wealth Management.
Isaiah is a paraplanner at Village Wealth Management. Isaiah works with all members of the Investment team to support daily operations, research, and analysis. He is actively pursuing the FINRA Securities Industry Essentials and Series 7 and 66 securities registrations.
Isaiah attended Northwest State Community College and the University of Toledo, where he studied mechanical engineering. He worked in the engineering field for 10 years before he found his calling in the financial industry. Isaiah’s experience has provided him with a diverse set of skills. He believes understanding your beliefs, lifestyle, and goals will aid in building you a strong, bright, and comfortable future.
Isaiah and his wife, Casey, have two beautiful daughters, Zayleigh and Vandriana. In his spare time, he enjoys hunting, traveling, working out, golfing, camping, and spending time with his family.
Isaiah is grateful for being part of such an amazing team at Village Wealth Management!