Heather has an extensive 30-year background in finance, as a Property Tax Management Consultant, Mortgage Loan Officer and a Business & Group Benefits Specialist. Heather is a consummate professional who thrives at finding solutions, and maximizing benefits, for her clients. She strives at doing, and being, the best at everything she undertakes. She is a true […]
Jack began his career in 2005 in his home town of Brighton, CO. He has experience as an Agent and National Agency Leader. He merged his company, The Family First Agency, with Five Rings Financial in 2012. He launched our first Texas headquarters in Dallas in January of 2015 and was recognized by lifehealthpro.com as someone that is […]
Mark obtained his first financial services license in 1980 working for a national firm. In 1990, he transitioned into sports marketing with the Colorado Rockies, Coors Brewing Company and Roller Hockey International. With 10 years of corporate environment experience, in the fall of 2008, Mark was introduced to Mike Wilk and the Five Rings Leadership […]
Chris brings his 30 years of small business expertise to the very successful Arand Agency, West Coast Division of Five Rings Financial. Chris began his career a touring professional golfer, and after attending the PGA Business School, moved into pro course management in Colorado and New Mexico. As a PGA Head Golf Professional, he managed […]
Andre is passionate about working with his clients and is an expert at creating valuable strategic partnerships with financial, legal, tax, insurance, healthcare and other professionals to add mutual value to each others business and clients. With an extensive background in franchising (over 20 years) and business ownership, he enjoys teaching others to be successful in business […]
Lyall has over 30 years’ experience as an entrepreneur, starting his career in 1982 in Scottsdale, AZ with IDS/American Express. Over 13 years ago he changed his focus when he was blessed with the opportunity to help Mike Wilk launch Five Rings Financial. His goal is to help each client implement safe retirement strategies with income that […]
Monica comes to us from Cedar Rapids, Iowa with a fifteen-year corporate financial background in Underwriting at Transamerica. There, she directly worked with internal partners along with Agents, Managing General Agents and Independent Marketing Organizations. Monica’s passion for helping people is heightened through Five Rings’ “Wine, Women and Wealth”…bringing awareness, education, and inspiration to women […]
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