Mark L. Kerr Jr.
Mark is an Investment Advisor Representative with Commonwealth Financial Services® (Member FINRA/SIPC). He maintains FINRA Series 7 and 66 securities registrations and is an Accredited Asset Management Specialist.
Prior to establishing Village Wealth Management, Mark worked as a financial advisor for 10 years. 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 had loyal clients who have entrusted their long-term financial futures to him for more than a decade. He holds the interests of his clients above all else and helps make decisions tailored to meet the needs of each individual investor.
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 Dundee community and surrounding areas 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 (DABA), and the Dundee Christmas parade and 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: Aliece, Ashley, Zachary, and Autumn. He enjoys volunteering at his church, traveling with his family, hunting, and camping.
Colleen M. Geftos
Colleen serves as office manager of Village Wealth Management. Colleen takes pride in running the office. She assists Mark with serving and supporting their clients, administration, marketing, client events, managing the office, and bookkeeping. She has worked with Mark for the last eight years. 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 offer 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 two 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. Michelle is also Mark’s sister!
For the past eight 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 daughter, Michaela.