Our Team

Our Team

PHILOSOPHY

The Village Wealth Management Team’s approach to working with clients is threefold: help preserve their wealth, maintain and enhance their lifestyle, and help them create the legacy they envision. Prior to engaging with a prospective client, we conduct a deep analysis of the individual’s current lifestyle, goals, and aspirations. This is complemented with an understanding of the prospect’s concerns and fears—i.e., “what keeps them up at night.”

When developing an asset allocation, we take full advantage of all resources provided by the firm. Commonwealth Financial Network® is one of the largest purveyors of asset managers in the industry and, therefore, has access to an incredibly wide selection of investment managers, funds, and products on behalf of clients. The Village Wealth Team utilizes the findings of Commonwealth’s platform resources and makes catered investment recommendations for each client.

We also strive to ensure that the clients’ and their families’ wealth is sustainable. By providing estate and trust reviews, assisting families develop a mission statement, and promoting philanthropy and foundation development, we help families preserve their wealth in a way that is aligned with their goals. In addition, we understand short-term needs are important to maintaining a calm and healthy day-to-day lifestyle. Through Commonwealth’s online platform, we assist clients in setting up routine bill pay and help ensure they have enough liquidity for unexpected cash needs.

 

Mark L. Kerr Jr.

Financial Advisor

 

 

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 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

Office Manager

Colleen serves as office manager of Village Wealth Management. Colleen takes pride in running the office. She assists 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 the blessings in her life. Colleen and Mark look forward to working with you to achieve your long-term financial goals. 

Michelle Ramirez

Client Support Specialist

Michelle serves Village Wealth Management as a client service specialist. Her duties include enhancing the client experience by ensuring effective workflows and standardizing the client account management processes. She enjoys being able to assist 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. 
 
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.

Isaiah Bross

Paraplanner

Isaiah serves Village Wealth Management clients as the investment coordinator. His duties include assisting the firm with its investment process and money management strategies.

As a firm, we believe in concentrating on the things we can control such as:

  • Investment plans that match your needs and risk tolerance
  • Diversification
  • Management of expenses, turnover, and taxes
  • Discipline through both up and down markets

Isaiah is a native of Monroe and 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 currently holds his SIE registration.

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.