Meet Our Investment Representatives
Meet Our Investment Representatives
Mark J. Posey
VP, Director of Investment Services
Heartland Investment Executive, Infinex
Mark earned a Bachelor of Science from Otterbein College, holds his Series 7 and 63 registrations, as well as Life & Health Insurance licenses, and is a Registered Investment Advisor Representative.
Mark specializes in the following areas:
- Balanced Financial Planning
- Retirement Planning
- Annuities
- Tax-Exempt & Tax-Deferred Strategies
- Mutual Funds
- LIfe Insurance
- College Planning
- Stocks & Bonds
- Long Term Care Insurance Needs
Additionally, Mark is the President of the Lambda Gamma Epsilon Alumni Association and an active member and officer of Blendon Lodge in Westerville.
Mark is located at our Westerville Office but is more than happy to come to your residence or place of business! For a free financial consultation please contact us, e-mail mposey@infinexgroup.com or call Mark at (614) 839-2265.
Jason Ellinger
Investment Advisor Representative
Jason earned a Bachelor of Science in Finance from The Ohio State University, Fisher College of Business, hold Series 7, 63 and 65 registrations, as well as Life & Health Insurance Licenses, and is an Investment Advisor Representative. He has over 14 years in the Financial Services Industry. Additionally, Jason is a charter member of The Downtown Lions Club.
Jason specializes in the following areas:
- Comprehensive Financial Planning
- Income Planning
- Investment Advisory Services
- Asset Protection
- Tax-Exempt Money Management
- Employer Sponsored Plans
- Business Succession Planning
Jason is located at our Capitol Square Office but is more than happy to come to your residence or place of business! For a free financial consultation please contact us, e-mail jellinger@infinexgroup.com or call Jason at (614) 416-0244.
Donna A. Shirey
Investment Representative
Donna holds her Series 6 registration as well as Life & Health Insurance licenses, and is a Registered Investment Representative. She has over 30 years in the Financial Services Industry.
Donna specializes in the following areas:
- Retirement planning
- Annuities
- Mutual Funds
- Life Insurance
- Asset Protection
- Investment planning/strategies
- Personal attention with clients to discuss their financial goals
Additionally, Donna is an active member of the 19th Ohio Light Artillery Civil War Re-Enactment group and a former member of the Reynoldsburg City Council.
Donna is located at our Newark office but also covers the Reynoldsburg, Croton and Johnstown offices. She is available to meet you at one of these locations come to your residence or place of business! For a free consultation please contact us, email dshirey@infinexgroup.com or call Donna at (740) 349-7888.
Investors should carefully consider the
investment objectives and risks before investing. To obtain more
information, please contact your Heartland Investment Service
Representative.
Disclaimer: Investment and insurance products and services offered through INFINEX INVESTMENTS, INC. Member FINRA / SIPC. Heartland Investment Services is a subsidiary of the bank. Infinex is not affiliated with either entity. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.