Managing Your Lifestyle

| February 05, 2021

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Using smart management to get more of what you want and free up assets to invest.

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Marc Geels, CFP®, BFA™

I am committed to you and your family’s prosperity. As a wealth manager, I help successful people, who are approaching retirement or are retired from working, to clarify and realize their financial goals through the unique EFS...

Dr. Don Heilbuth

Dr. Don Heilbuth wants to help you achieve the retirement lifestyle you have always dreamed of. As a wealth manager, he helps successful people who are at, or near, retirement clarify and realize their financial goals through the...

Dana Baldridge, RICP®, BFA™

Dana Baldridge wants to help you successfully transition into retirement. Contact him today to schedule a Free consultation and financial road map for your retirement strategy.

Bryon Oines, BFA™

I focus on working with successful individuals, and their families, as well as small to mid-sized business owners. I accomplish this by offering my clients access to one of the area’s leading wealth management firms. I complete a...

Rebecca Suhr

I am so excited to be a part of EFS Group. I am able to utilize my 20 years as a licensed insurance agent and my Bachelors of Social Work in a way that leaves me happy and feeling accomplished each and every day. Finding a position...

Cari Kellen, BFA™

I have an extensive background in Marketing with over 22 years of experience. My background with events planning, promotions, advertising campaigns, direct mail and email campaigns and public relations is what I love to utilize at EFS...

Stephanie Drost

I love that I can help clients have access to their money if they need it. I am excited and really looking forward to working in the Operations Department. If there is anything you need, I am only a phone call away. I really look...

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Managing Your Lifestyle