Strategic Partners

Rob Wynne

Richmond Investment Services

To help you get to know Marc Mrugala, here’s a quick glimpse into his background.

Marc Mrugala has been a Financial Advisor since 2005 and is an Accredited Asset Management Specialist -AAMS®. He is passionate about helping clients pursue their financial goals.

Marc's love of people and the community are evidenced in his local involvement.

He is currently the Cub Master in Grafton for Pack 3840. He serves on the Board of Directors for several not-for-profit organizations in Ozaukee County. Marc is a veteran and served in the Army from 1991-95 as a helicopter avionics mechanic and continues to be involved in aviation today.

Marc and his family live in Saukville and they love to visit our country's national parks.

Contact:
Marc Mrugala
Located in Mequon, WI
(262) 242-4200 (office)
(262) 573-2860 (cell)
Marcus.Mrugala@lpl.com

Moran Financial Group

Moran Financial Group, LLC is a Mortgage Brokerage Company located in the Greater Atlanta Area.

What makes Moran Financial Group LLC unique is our wealth of knowledge, experience, and professionalism in the demanding Georgia Market. We offer a wide range of mortgage financing designed to best meet the needs of our clients. Our goal is to provide an unmatched level of service while providing trusted advice to our clients for life.

“Our mission is to serve our customers with honesty, integrity and competence.”

Contact:
Douglas Moran, Financial Executive
(678) 521-2475
damoran@moranfg.com
www.moranfinancialgroup.com
NMLS ID 321903
GRMA # 36579

Rob Wynne
Rob Wynne

Hilton Head Capital Partners

Hilton Head Capital Partners’s founder, Bruce Wood, believes that regardless of the size of the company or the investment portfolio, that clients are looking for the same thing—an honest relationship with a professional who genuinely values their needs and concerns.

There are always things that happen in life that we cannot control or plan for, we help you prepare for the unplanned as well as the planned.

Contact:
Bruce Wood, Managing Partner & Financial Advisor
(843) 790-7573
bwood@hiltonheadcp.com
www.hiltonheadcapitalpartners.com