Meet The Retirement Guys
It started as a mission jotted down on a single piece of paper: educate all Americans on how to be financially self-reliant. The vision was realized and The Retirement Guys were born.
Attorney, Mark Clair (left), and Investment Professional, Nolan Baker (right), brought together like minded financial professionals and their unique resources in an effort to declare this your day of financial independence.
“When Mark and I decided to form The Retirement Guys, we looked back on what really makes America – America. It instantly led us back to the infamous words of the Declaration of Independence, rights to… life, liberty and the pursuit of happiness.”
The Guys realized that most Americans’ happiness in retirement weighs heavily on the ability to provide for their families financially without relying on a company or the government. “Nolan and I want to enhance the rights of all American’s by educating them on smart, efficient ways to plan for retirement. What better way to do this than by making this knowledge more readily available.”
Mark and Nolan have been heard on radio since 2000. They also speak on a national level to Investment Professionals across the nation on a variety of financial topics.
Meet The Team
We’ve really championed the “live life to the fullest” philosophy here. Isn’t that what retirement is all about? We want our clients to be able to go out there and enjoy life!
Cindy Westlake | Receptionist
Karen Baker | Director of Operations
Tami Bombick | Client Services Representative
We believe in not putting all of your eggs in one basket. Even more so, we believe that your baskets should be working together in synchronization with specific goals in mind. THAT’S what you get when your advisors collaborate.
Courtney Molnar | Executive Assistant to Nolan Baker
People from all over Northwest Ohio have picked us. Maybe it’s our infectious passion for helping our clients reach their goals or maybe it’s because they want an agency that actually gets to know them on a personal level. I’m thinking it’s both.
Holly Kosmider | Administrative Assistant
Sharing an office with Camelot Portfolios, our clients have access to one of the only companies in Northwest Ohio with publicly traded funds. This helps our clients get a better understanding of their investment plan, and they are invited to our economic update meetings twice a year.
Eric Glover | RIA Operations