Michael C. Kusick, CFP®
Managing Principal, CEO
Mike joined Investmark in 1995 and now serves as the firm’s managing principal and CEO. His leadership and innovation have been driving forces behind the firm’s growth, and he continues to motivate the team to strive for perfection in every aspect of their work. Mike’s approach to wealth management is thorough and comprehensive as he encourages his clients to understand the “big picture” that captures their overall financial and personal objectives.
Mike officially started our ReInsuranceMax program in 2011. After working with dealership owners on other business, he recognized the need that automotive dealers had in this area and worked closely with owners to focus on their needs and priorities and to develop a turnkey strategy that was secure, easy to implement, efficient, and effective. Our unique expertise and awareness of the business, regulatory environment developed organically over the years, and we now work with some of the most successful dealerships in the region.
Mike has been distinguished as a 2010 Five StarSM Wealth Manager*, has been featured in industry publications, including InvestmentNews and Registered Rep, earned multiple invitations to Commonwealth’s Leaders Conference, and was selected to attend their prestigious Chairman’s Retreat. Mike has also fulfilled the educational, ethics, and examination requirements to earn the benchmark of CERTIFIED FINANCIAL PLANNER™ professional, in addition to the FINRA Series 6, 7, 63, and 65 registrations (held through Commonwealth Financial Network®) and Connecticut life insurance license.
Michael enjoys spending time with his wife, Traci; daughters, Hannah and Kailey; and son, Michael. Mike has also been active in coaching soccer and football for his children’s teams.
*Based on 9 criteria including; customer service, integrity, knowledge/expertise, communication, value for fee charged and overall satisfaction. The award is not indicative of the wealth manager’s future performance. For more information please visit www.fivestarprofessional.com.
Nicholas T. Christie, CFP®, AIF®
Principal, Director of Advisory Services
Nick has been with Investmark for more than a decade and has established himself as a highly respected financial advisor specializing in the management of client portfolios. Recently, Nick has taken on a leadership role within the firm as the director of advisory services. This position has allowed Nick to focus more of his time on portfolio strategy, design, and implementation while still providing exceptional financial planning solutions to his clients. Nick also serves as co-chairman of Investmark Advisory Group’s Investment Management Committee, which meets to review, discuss, and revise the firm’s investment strategies and objectives.
Prior to Investmark, Nick was a portfolio analyst assisting in the management of private client equity portfolios and mutual funds at JP Morgan in New York. Before that, he was an accounting analyst at Fidelity Investments in Boston. Nick received a BS in finance from Syracuse University and holds FINRA Series 7, 31, 63, and 65 securities registrations, as well as life and health insurance licenses through Commonwealth Financial Network. Nick is also a CERTIFIED FINANCIAL PLANNER™ practitioner and an Accredited Investment Fiduciary (AIF®).
In his spare time, Nick enjoys spending time with his wife, Sharon, and their children, Caroline, Julia, Mary Katharine, Ania, and Thomas. His other interests include reading, tennis, working in his yard, playing the drums, and traveling.
Client Services Associate
Danielle joined the Investmark team in 1999 and has witnessed and contributed to the firm’s evolution throughout her tenure. She began as an administrative and support specialist and has now taken on a more demanding role as a client service advisor. Danielle brings years of experience and industry knowledge to the team, and with her outstanding work ethic and leadership qualities, we have been able to build upon our service model to offer more solutions to a more diverse group of clients. Danielle resides in Trumbull with her husband, Jason, and their two daughters, Madison and Gracie. Danielle’s interests include spending time with her family, reading, and vacationing to Disney World.
Anthony R. Croce
A recent graduate of Southern Connecticut University with a degree in business administration and accounting in May 2014, Anthony joined the IAG team in the summer of 2013 and quickly proved himself a valuable asset. Upon graduation, Anthony joined us full-time as a client service advisor. He recently obtained his FINRA Series 7 and 65 securities registrations, which are held through Commonwealth Financial Network, and is now an integral part of our advisory services department. Anthony spent six years as an infantry soldier in the CT Army National Guard, including a deployment to Afghanistan in 2009. He is currently in the officer training program. In his free time, Anthony enjoys many outdoor activities, including rock climbing, snowboarding, mountain biking, and hiking.
Client Services Associate
Kim joined IAG in February 2014. Prior to working with us, Kim served as client services manager for Price Financial Group and brings a wealth of industry knowledge and leadership skills to the department. Her experience and attention to detail enabled her to hit the ground running here at Investmark and has proven herself a valuable team member, willing and able to provide the high level of service our clients have come to expect. Kim is the primary point of contact for existing ReInsuranceMax plans, is responsible for all aspects of client service and relationship management, and works closely with our advisors to ensure an outstanding experience for every ReInsuranceMax client.
Scott K. Williams
Principal, Director of Operations
Scott is a veteran of IAG, having served with us for more than 20 years. Scott spearheads many of our business development and marketing initiatives, employing an extensive knowledge of corporate communications and information technology to support the ReInsuranceMax program. Scott also manages the firm’s compliance and administrative efforts as well as the implementation of comprehensive training programs for our employees. Scott is a graduate of the University of Pennsylvania and worked at the Wharton School of Business prior to joining Investmark.