MBL Financial Services, Inc.

Description

Working with the family business owner's other professional advisors, we develop solutions to the questions family business owners face through each stage of the company's existence.

Kristy is a Certified Public Accountant and Certified Financial Planner TM with 10 years of financial and tax experience in working with high net worth individuals. In addition to her role at MBL Advisors, Kristy is the Chief Financial Officer of McColl Brothers Lockwood, LLC, the McColl and Lockwood family office and serves as a resource to MBL clients in the wealth transfer area.

Prior to entering the financial services business, Gene stood in the shoes of many of MBL Advisor’s clients, as an entrepreneur and business owner of a wholesale sporting goods distribution company. Gene has first hand experience in the challenges confronting independent business owners including the complexities in business acquisition and transfer.

Through benchmarking studies and Requests for Proposals, we provide the resources to make sure the plan is competitively priced based on the services being delivered. High fees for low or no service is a significant fiduciary issue for plan sponsors.

Learn why family and privately held businesses SMILE TM (Strategic Management Incentives for Long-term Employees) about working with us.

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