About Us
MBCIC is a full service retirement plan consulting firm, focusing on institutional investment consulting for corporations, non-profits and municipalities in the Midwest. We focus on creating retirement plan solutions at a plan and participant level.
MBCIC utilizes both Retirement Plan Advisory Group (RPAG) and fi360 analytical tools. These tools allow us to assist small, mid-size, and large plan sponsors with every aspect of institutional investing, from strategy and structure, to ongoing investment management, as well as a wide range of special projects. It is our goal to serve your organization in many respects, like an extension of its finance and benefits departments. In acting as your plan sponsor’s advocate, we will assist in proactively managing the multifaceted plan related responsibilities and the service providers. The knowledge and experience of our team provide a valuable timesaving resource that assists in developing and maintaining a solid strategy for your organization’s retirement plans.
WHY MBC?
Our consulting environment is void of all proprietary products/services. We retain selling agreements and detailed knowledge relating to virtually all of the major retirement plan providers, and have allegiances to none. The benefit to our clients by working with an organization that is exclusively focused on the institutional marketplace is that we are institutional investment professionals. We possess the depth of talent and breadth of capabilities to fully understand each unique situation and then in a consultative fashion deliver the most independent and objective guidance to assist our clients in tactically pursuing/achieving their goals.
We are members in good standing of the American Society of Pension Professionals & Actuaries (ASPPA) which is the premier national organization for career retirement plan professionals as well as the Profit Sharing/401(k) Council of America (PSCA), a nonprofit association advocating increased retirement security through profit sharing, 401(k) and related defined contribution programs. As it relates to fiduciary best practices and compliance we complement our internal process with tools developed by the Foundation for Fiduciary Studies (fi360), a leader in the industry, and a nonprofit organization established to develop and advance practice standards of care (practices) for investment fiduciaries, which includes trustees and investment committee members, as well as brokers, bankers and investment advisors.
The Team
Mark J. Woolhiser, AIF®
President & CEO Investment Advisor Representative
Mark J. Woolhiser is the founder and CEO of MBC Investment Consulting, Inc. (MBCIC). Mark has over thirty five years of experience with plan sponsor retirement plan consulting. Mark is a professional in the defined contribution industry, and he is a frequent speaker at retirement industry conferences.
MBCIC is a full service retirement plan consulting firm focusing on the investment advisory and plan design of defined contribution programs. These programs consist of 401(k), 457, and 401(a) plans. Mark, who is an Investment Advisor Representative of Sigma Planning Corporation, a Registered Investment Advisor, is in charge of all investment advisory and plan sponsor consulting for MBCIC.
Mark, who has been known as a dynamic leader in the Michigan municipal market, has been responsible for the vendor consolidation, repricing and cost reduction of several large municipal defined contribution plans in the state of Michigan.
Mark holds several designations including an Accredited Investment Fiduciary, AIF® designation from fi360.
Mark has a B.S. in Business Administration, with a double major in Marketing and Finance from Central Michigan University. Prior to founding MBC Investment Consulting, Inc. he was a Managing Director of the Great Lakes Region for ING Financial Advisors, focusing on the Government Market, specifically with 457 and 401(a) plans. During his tenure, he was responsible for over $2 billion in retirement plan assets and over 4,000 qualified plans. Mark’s licenses include FINRA Series 7, 26, 63, 65 Life/Health and Variable Health.
Joe Warsecke, CFP®, AIF®
CERTIFIED FINANCIAL PLANNER™
As a CFP® at MBC Financial Services, Inc., Joe helps individuals plan for the financial futures of themselves, their families, and businesses by providing a wide range of products and services to address their needs and goals. He can also work with clients in creating a financial plan that will serve their needs over time.
Practice areas include portfolio management, insurance and risk management, retirement planning, design of corporate retirement plans and executive compensation plans, college funding, estate planning and gifting strategies, tax-managed investing, and development of comprehensive financial plans.
Joe has 14 years of experience in the financial services industry and is a CERTIFIED FINANCIAL PLANNER™ professional. Prior to joining MBCIC he worked for Northwestern Mutual Financial Network in Troy, Michigan. Joe has a business degree from Central Michigan University. Previous to beginning his career as a Financial Advisor, Joe spent 20 years working with Small and Medium businesses selling technology and capital equipment, including 5 years with Hewlett Packard.
Joe’s licenses include FINRA Series 7, 63, 66, Life/Health insurance licenses. Additionally he earned the CERTIFIED FINANCIAL PLANNER™ designation CFP® in March, 2010 and earned the Accredited Investment Fiduciary®, AIF® designation in 2015.
Joe resides in Lake Orion with his wife Kara and has two adult children, Julia and Joe Jr.
Jessica Izzi
Manager of Client Relations
Jessica is responsible for the management of all customer service at MBCIC. She works closely with plan sponsors on all levels of plan management, from ordering enrollment materials and coordinating participant workshops, to assisting our plans with day-to-day service support. Jessica is also involved in the benchmarking analysis process we complete for existing and prospective clients.
Jessica graduated from Western Michigan University with a Bachelor of Business Administration Degree in Marketing. Prior to joining MBCIC, she was a Marketing Consultant for ING Financial Advisers.
Jessica resides in Plymouth, Michigan with her husband, Chris and their three children.