Broker Check

Our Team

Mark E. Friese

CMFC - President

Mark entered the financial services business in 1991 with Northwestern Mutual while attending Michigan State University as a college agent intern and holds a Bachelor of Arts in Financial Administration. He moved back to the Chicago...

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Margaret Kissee

Vice President - Operations

Margaret is Vice President of Operations. She is a veteran in the field with over 20 years of experience in the financial services industry. She is an advocate for many community service programs along with her husband, Mark, and their...
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Carol Peepo

Administrative Assistant

Carol Peepo is our part-time administrative assistant. She has been a vital member of our team in the extensive conversion of all files to a completely digital format and is organized and efficient in the daily processes of our office....
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Richard E. Friese


Fifty years or half a century any way you look at it, it is a long time. On August 15, 1966 I embarked on a profession that would span all of those years. I was given a great start to a life-long business through selling life insurance...

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