I built the basic structure of FinancialConnex.com a while back, but it took many months to get the content added and approved by lawyers. In the theme of full disclosure, I am a client of Financial Connex and a friend of Mark Koppelmann who has been handling my finances and investments for several years.
Before him, I had been through a quite few advisers in my investment career, and I felt that they were lacking. Mark has been the best by far. In a nutshell, he is trustworthy and can explain the small print to me in a way that makes sense. I know in the past some of my advisers set me up with real dud investments that probably benefited them more than it did me. I never feel that way with Mark Koppelmann. I feel like I am in good hands and highly recommend Financial Connex.
