Meet Our Investment Representatives
Mark J. Posey
Investment Representative
Mark earned a Bachelor of Science from Otterbein College, holds his Series 7 and 63 designations, as well as Life & Health 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 or call Mark at (614) 839-2265.
Jason Ellinger
Investment 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 Licenses, and is an Investment Advisor Representative. 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 or call Jason at (614) 416-0244.
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.