Our Team
Meet the dedicated professionals behind our quality financial services.
Meet the dedicated professionals behind our quality financial services.
With a combined experience of over three decades in the financial services industry, the team of professionals at Wealth Achievers bring to you their full support and expertise when it comes to managing your wealth. Find out more about each of our associates by reading their biographies below.
Joe was raised by his single mother after losing his father at a very young age. Joe was the first in his family to ever graduate from College, which made his mother extremely proud! After College, Joe was hired by one of the largest financial planning firms in the country. With an industry leading training program, Joe excelled very quickly and was recognized as one of the company’s top advisors. With over a decade of award-winning success in the financial world, Joe continues to raise the bar with his ability to deliver innovative solutions to the most sophisticated investors. Joe is very proud of the reputation he has built with his clientele and hopes to continue helping other families achieve their financial independence.
Outside of work, Joe enjoys a nice glass of wine and spending quality time with his family at the cottage. He is an active community leader who enjoys working on his golf game, and coaching his little guy in hockey!
Mark joined Wealth Achievers in June 2020 as a partner and has over 8 years of experience as an advisor. Mark has built a successful practice and worked diligently to develop his career. He is passionate about helping individuals, families, business owners and retirees to grow and protect their financial wealth. With an open and straightforward approach, he helps clients develop and maintain customized financial solutions to meet long term goals. Originally from Finland, Mark is a former figure skater and six-time national champion. He spends his free time on the ice coaching, and enjoying the outdoors while boating or golfing.
Lisa is Executive Assistant to the entire team at Wealth Achievers. She brings over 14 years of administrative experience to the table with expertise in scheduling, time management and document preparation. Having held various positions in the banking and financial field, Lisa is able to tailor her skills to meet the needs of our clients. Her responsibilities include opening client accounts, arranging transfers, handling client requests and inquiries. Outside of work Lisa enjoys traveling, experimenting in the kitchen and spending time with her friends and family.
As a mortgage professional, I am committed to saving you time and money. Not all lending products are advertised widely, which is why you should contact a mortgage professional to discuss your financial goals and needs and to see how we can work for you. Partnering with the team at the Anthem Mortgage Group, I have access to dozens of lenders and a wide variety of the most innovative home financing products available in the marketplace today. I work for you the consumer, not the lender. Having been employed in the Public Safety sector for the last 18 years, your trust, security and satisfaction is of paramount importance to me. I pride myself on providing professional, ethical and honest advice to all of my clients. Whether you are purchasing a new home, looking to renovate your existing home or looking to re-finance an existing mortgage, my role is to find the most suitable product for you.
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