Mark uses his 30+ years of financial planning experience in the business/executive benefits marketplace to help credit unions offer customized retirement and benefit plans to their CEOs and executives. Mark works closely with each credit union to select the best solution for their needs from a wide-range of options, including key-person life insurance, split dollar plans, executive bonus plans and 401(k) plans. Mark attended Oregon State University and has been involved with the Austin Family Business program at Oregon State for over 15 years, assisting family businesses with their succession planning.
For over 34 years, Peter has been working with business owners and executives to help them accumulate assets and preserve financial wealth through creative planning techniques and superior customer service. Peter uses competitive executive benefits programs for key executives of credit unions, using the latest in financial products, services and technology to help them achieve their financial objectives. Peter has earned the designations of Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®). He also holds the following FINRA registrations: Series 63 (Uniform Securities Agent State Law Examination), Series 65 (Uniform Investment Adviser Law Examination), Series 6 (Investment Company Products/Variable Contracts Limited Representative) and Series 7 (General Securities Representative).
With over 30 years in the financial business, Tom uses an impressive combination of experience, expertise, and personalized service to help credit unions and companies attract and retain key people. Tom graduated from the University of Tennessee and began his career in 1980. He is a member NAFA, as well as, a life and qualifying member of MDRT. Tom, his wife Martha, have three children and 3 grand children in Knoxville, TN.
Tony Delumen, Executive Benefit Consultant and Financial Services Professional, has built his practice in serving non-profit organizations such as Hospitals and Credit Unions. Through trusted, long-term relationships and a holistic approach, Tony and his dedicated team create sound roadmaps to help clients and credit unions achieve control of their financial goals. Mr. Delumen has been in the Financial Services Industry since 1998. He earned his Bachelor of Science degree in Economics and Finance from California Polytechnic State University in San Luis Obispo, California. During his free time he enjoys spending time with his wife and young daughter and is an avid golf and tennis player.
Securities, investment advisory, and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org). O.M. Financial Group, LLC is not a subsidiary or affiliate of MML Investor Services, LLC, or its affiliated companies. Supervisory Office: 101 Federal Street, Suite 800, Boston, MA 02110. Tel: 617.439.4389opens phone dialer. CRN202302-278748