Category: Advisor Bio

07 Jan 2020
Advisor Bio, Tucson La Paloma Hillary Mineer 0 comment

Janet Baker, CFP®, CDFA™

Financial Advisor
jbaker@ffec.com
(520) 777-2417

Tucson La Paloma
La Paloma Corporate Center
3573 E. Sunrise Drive, Suite 133
Tucson, AZ 85718
(866) 244-8700   (520) 777-2400

Janet Baker joined First Financial Equity Corporation in January 2020 with over 30 years of experience in financial management and financial planning. Originally from Canada, Janet graduated with honors from Queen’s University at Kingston Ontario. She is a Certified Financial Planner (CFP), as well as a Certified Divorce Financial Analyst (CDFA). Janet is also a trained mediator and is a member of the Collaborative Law Group of Southern Arizona.

Having owned and operated a successful small business, and having experienced the loss of loved ones unexpectedly, as well as a divorce, Janet knows firsthand the importance of financial planning and is passionately committed to educating and serving her clients. Her areas of expertise include budgeting, survivor needs, education funding, investing and asset allocation, tax management, retirement planning, estate planning, cross-border planning, and divorce financial planning.

Janet is on the Advisory Board for Divorce Recovery and is dedicated to providing emotional, educational support to members of the Tucson community whose families are going through divorce. Janet is a frequent speaker for the Pima County Bar and Arizona State Bar on financial issues as they relate to divorce.

When not in her office, Janet can be found on the golf course or traveling the globe in search of interesting places and things to photograph.

10 Jun 2019
Advisor Bio, Billings Hillary Mineer 0 comment

Mark DeBourg

Vice President – Investments
mdebourg@ffec.com
(406) 294-2808

Billings Office
Transwestern Plaza III
550 North 31st Street, Suite 500
Billings, MT 59101
(866) 637-8132  |  (406) 294-2808

After 20 years of consulting to financial advisors across the western US, Mark has joined Troy Bruce’s team at Peak Financial Management. As a Certified Investment Management Analyst (CIMA®), Mark adds expertise in the areas of portfolio construction and maintenance as well as goals based financial planning.

Mark is a Montana native. He attended high school in Billings and college at the University of Montana. Mark, and his wife Kim, have 3 children. When not following the kids’ activities, Mark and Kim enjoy family, friends, and the various outdoor activities that Montana is known for.

https://www.peak-financial-management.com/

 

17 May 2019
Advisor Bio, Scottsdale Hillary Mineer 0 comment

Daniel Malachowski

Financial Advisor
dan.m@ffec.com
(417) 886-1111

Scottsdale Office
7373 N. Scottsdale Road, Suite D-120
Scottsdale, AZ 85253
(800) 687-3800  |  (480) 951-0079

Dan brings over 20 years of experience dealing with complex financial plans for individuals and businesses to the team at Baron Financial Group, LLC. Dan is Series 7, 63, 66, and 24 licensed for securities as well as being licensed to sell life and health insurance-related products. 

One of the main philosophies that Baron Financial Group, LLC was built upon was helping others and Dan feels very strongly about making an effort to facilitate positive change in the community. He is an avid supporter of several local and national organizations and is a board member of Developmental Center of the Ozarks. 

Dan, a lifetime resident of Springfield, loves spending time with his daughters, Jillian, Ava, and Violet.

19 Feb 2019
Advisor Bio, Scottsdale Hillary Mineer 0 comment

Marty Ercoline III

Vice President – Investments
mercoline@ffec.com
(480) 778-2057

Scottsdale Office
7373 N. Scottsdale Road, Suite D-120
Scottsdale, AZ 85253
(800) 687-3800  |  (480) 951-0079

Marty began his professional career by serving in the U.S. Air Force for 9 years. He earned his B.S. in business administration while on active duty, and after departing the Air Force he earned his MBA at Southern Illinois University with an emphasis on Economics and Finance.

A majority of Marty’s business career was spent as a Principle  Business Consultant delivering enterprise-wide change programs for Fortune 50 global companies. His focus was repairing mergers and acquisitions that were not working as planned. Through his consulting roles, Marty developed keen insight to the inner workings of our global financial markets.

Marty started his family while stationed in Germany and has been happily married for over 34 years with his wife Abby. Their two grown children are doing well in creating their own families and careers.  Marty and Abby reside in Mesa, AZ with their two rescue dogs. They enjoy hiking, riding street bikes, and are avid wine collectors.

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