You are the focus.

Different by design – that’s Blumark. By combining traditional values and innovative financial solutions, Blumark sets out to make an impression on you and your retirement goals.

Focused on long-term relationships, sound professional advice, and lasting results, Blumark offers a wide range of financial solutions to meet your individual needs. By integrating a talented team of advisors with multiple services, Blumark provides a comprehensive, 360-degree view of your financial situation. With the full picture in sight, our team presents you solid strategies and the blueprint to help you reach your goal.

At Blumark, you are at the center of everything we do.


Our advisors

Shannon Klug

Shannon Klug

ChFC®, CLU®, RHU®, REBC®, CASL®

Financial Advisor

Learn more about Shannon Klug Visit Shannon Klug's website
Henry Guzzo

Henry Guzzo

CFP®, ChFC®, CLU®, REBC®

Financial Advisor

Learn more about Henry Guzzo Visit Henry Guzzo's website
James Clark

James Clark

MBA, CFP®, ChFC®

Financial Advisor

Learn more about James Clark Visit James Clark's website
Jill Tullio

Jill Tullio

ChFC®, CLU®

Financial Advisor

Learn more about Jill Tullio Visit Jill Tullio's website
Christopher Reid

Christopher Reid

CFP®

Financial Advisor

Learn more about Christopher Reid Visit Christopher Reid's website
David Drysdale

David Drysdale

Financial Advisor

Learn more about David Drysdale Visit David Drysdale's website

Our team

Robin Orlikowski

Robin Orlikowski

Marketing Manager

Personal Intro

Robin is responsible for design and digital marketing for Blumark. She is an accomplished bowler who has traveled the world representing her birth country, Canada in international competitions. In her free time she enjoys golfing and traveling. She is married and has one step-daughter.

Qualifications

  • Bachelor of Business Administration from Morehead State, KY.

Roles & Responsibilities

  • Robin is responsible for digital marketing for Blumark which can include website, e-marketing and social media. She also completes all design work needed for collateral materials.
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Megan Gleesing

Megan Gleesing

Client Concierge

Personal Intro

Megan is the head of Client Experience and of the Business Processing Department. She does everything from managing daily business operations and staff to monitoring the processing of investment applications, account transfers, and account servicing items. She has a bachelor’s degree in Business Administration from Davenport University and over 10 years’ experience with working in offices.

Qualifications

  • Bachelors of Business Administration from Davenport University
  • Over 15 years of office experience

Roles & Responsibilities

  • Head of Client Experience
  • Head of the Business Processing Department
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