Michael C. Kusick, CFP®
Managing Principal, CEO
Mike has over 25 years of finanicial industry experience and has been with Investmark since he joined the client services team in 1995. Since then, Mike’s leadership, vision and concern for every member of our team has earned him the role as the firm’s CEO. Mike continues to be the driving force behind the firm’s outstanding culture and our drive for perfection in every aspect of our business. 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 has been distinguished as a Five Star Wealth Manager* from 2010 through 2022, has been featured in industry publications including Investment News and Registered Rep, and has earned multiple invitations to Commonwealth’s Leaders Conference, including their prestigious Chairman’s Retreat. Mike has also been a CERTIFIED FINANCIAL PLANNER™ professional since 2006.
2022 Five Star Wealth Manager Award. Created by Five Star Professional. Presented in November 2022 based on data gathered within 12 months preceding the issue date. 2,950 Connecticut-area advisors were considered, 289 (9% of candidates) advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
Nicholas T. Christie, CFP®, AIF®
Chief Operations Officer, Chief Investment Officer
Nick has been with Investmark for over 20 years as a highly respected financial advisor specializing in the management of client portfolios. Additionally, Nick serves as the firm's Chief Operations Officer and Chief Investment Officer. These positions allow 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®). Nick has also been distinguished as a Five Star Wealth Manager* from 2018- 2022.
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.
2022 Five Star Wealth Manager Award. Created by Five Star Professional. Presented in November 2022 based on data gathered within 12 months preceding the issue date. 2,950 Connecticut-area advisors were considered, 289 (9% of candidates) advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
Kimberly Lopez
Operations Manager
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 highly 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.
Danielle Goncalves
Wealth Management Coordinator
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.
Scott K. Williams
Principal, Chief Compliance Officer, Director of Operations
Scott is a veteran of IAG, having served with us for more than 25 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.