Broker Check

Our Team

Our goal is to help empower you to plan your financial future and help you live the life you dream about. It’s this experience, tailored to our clients individually, that we aspire to bring to financial services. We want the process to be simple yet energetic, engaging, and most of all, effective. Get to know us by reading further.

Mark 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...

Read more

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...

Read more

Mike Jones*

Financial Advisor

In partnering with individuals, professionals, business owners and their families, Mike is committed to helping his clients make financial decisions from a position of strength. Believing there is no single factor more important in...

Read more

Angie Graehl

Operations Assistant

Angie has enjoyed assisting clients in the insurance and annuity industry for more than 7 years and has been dedicated to serving in customer service roles for 20 years. She is part of the Friese Financial Advocates, Inc. support team...

Read more

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...

Read more