EFS Group Wealth Management
History of EFS Group
EFS Group Wealth Management consists of Marc A. Geels, CFP® and Dr. Don Heilbuth, and together they have over 45 years of combined experience. Marc and Don were both establishing their own independent businesses and happened to share the same office space in the Terra Centre in downtown Sioux City. Eventually they joined forces in April 2001. They had a vision to grow their business through educational meetings, thus the name Educational Financial Services or E.F.S. Group as it was known as back then. They held many corporate seminars and public meetings teaching the importance of financial planning and responsibilities.
They were a great team and the business continued to grow. As a result, they became more focused on Retirement Income Distribution. Their focus was to work with successful people at or near retirement, creating solutions for clients in their retirement years. As they restructured and targeted a specific type of financial planning they referred to the business as Elite Financial Services Group or EFS Group.
In 2006, Marc and Don joined Securities America as their Independent Broker Dealer. Securities America offered unique strategies for retirement income distribution and many other programs which offered the best solutions for their clients. As the business continued to grow so did the office staff. Dana Baldridge is their Research and Planning Specialist, updating and preparing reports, and researching product information, in preparation for client meetings, plans and reviews. Amy Evans is the Director of Client Services, she coordinates the scheduling of all client meetings, office meetings, seminar event planning, and she is the first point of contact when you visit or call the office. Rebecca Suhr is their back office, as Operations Support Specialist, Rebecca is responsible for all of the client account procedures, including opening, updating and maintenance of all accounts. Processing all transfer/rollover requests, following up with all sponsor companies assuring accurate account registrations and funding requirements are met.
Together with the whole EFS Group team and the guidance of the Practice Management team at Securities America, EFS Group Wealth Management as they are now referred to as, has continued to thrive and has over $170 Million in assets under Management.
Though the name may have changed somewhat, they have always been EFS Group and continue to seek out the best solutions for their clients.
EFS Group Wealth Management’s mission is to be indispensable in helping their clients make educated retirement decisions through uncompromising integrity, trust and personalized service. They believe that if they are successful in adding value to their client’s lives, their business will continue to thrive. More importantly they will help their client’s retirement dreams become reality.