Advisors
Mark Pollock
Chagrin Falls, Ohio
Mark has been serving in the financial services and consulting business since 1976. Mark has extensive experience with designing and implementing institutional solutions for banks, public and private companies and high net worth families and athletes. He has placed over
$25 billion in institutional products and is working on delivering alternative real estate financing options.
Bill Olive
Tampa, Florida
Bill has built a successful 35 year career in the financial services sector for individuals and governmental entities. Bill helped build a national firm that placed in excess of $12 billion of insurance premium with 10,000 representatives across the nation. That business was eventually sold to Citigroup. Bill is focused on high net worth families, governmental entities and real estate financing.
Chris Pollock
Arlington, Virginia
Chris is a third generation financial services professional with an expertise in financial modeling and research. Chris is a graduate from the College of William & Mary in Williamsburg, Virginia and using his extensive background in computer technology, has served in various consulting positions within the contractor space for The Federal Government.
Jeff Pollock
Santa Fe, New Mexico
Jeff started his career in the estate planning business in 1977. Originally from Cleveland, Jeff moved his practice to Santa Fe, New Mexico where he has been helping Native American Tribes and public entities address their underfunded employee benefit plans costs, including pension and health care expenses and liabilities.
Eric Holmes
Tim Smith
Patrick Olive
Born and raised in Santa Fe, New Mexico, Eric has been very active in the Native American Community. Presently, Eric is focused on developing enchanced cash flow strategies to help fund employee benefit and pension plan costs. The Native American communities have unique needs that require programs with unique plan designs.
Tim brings over 30 years of experience of innovation, operations, and business development of managed care and benefit administration companies. Jim developed the first PPO in the Midwest in 2001 and later served as COO of a NY based, Treatment Online and web based, behavioral health resource business.
Patrick has been working in the financial services marektplace for over 20 years. Specialiing in premium finance designs, Patrick is focusing on the high net worth marketplace, closely held business strategies and the governmental markets.
Santa Fe, New Mexico
Cleveland, Ohio
Clearwater, Florida
Russ Wolf
Grand Island, Nebraska
Russ comes from a long line of family insurance professionals and has been in the business for over 35 years. Together with his father and brother, Russ has been serivng the small midwestern bank marketplace with varuious banking prodcuts. In addtion, Russ has developed a reputation in the professional atheletes and high net worth market place.