Mark Fissel, Cfp®, Aif®

Mark Fissel, Cfp®, Aif® Email and Phone Number

Partner and Co-founder @ Beacon Hill Investment Advisory, LLC
Dublin, OH, US
Mark Fissel, Cfp®, Aif®'s Location
Dublin, Ohio, United States, United States
Mark Fissel, Cfp®, Aif®'s Contact Details
About Mark Fissel, Cfp®, Aif®

Mark Fissel, Cfp®, Aif® is a Partner and Co-founder at Beacon Hill Investment Advisory, LLC. He possess expertise in leadership, management, strategic planning, budgets, marketing and 20 more skills. Colleagues describe him as "I have worked with Mark as a member of the Downtown Bellefontaine Partnership Committee in which he chaired. I have found Mark to be innovative and hard working. He is very knowledgeable and while his ideas are very sound he is also willing to hear other ideas and pursues what is best for the organization." and "Mark is among our most savvy and forward-thinking customers when it comes to taking advantage of the technology tools available to him for managing and marketing his business. He's professional, pleasant and easy to work with even if he's calling me to report a problem--much appreciated in my line of work, and I've enjoyed knowing him and working with him for a number of years now."

Mark Fissel, Cfp®, Aif®'s Current Company Details
Beacon Hill Investment Advisory, LLC

Beacon Hill Investment Advisory, Llc

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Partner and Co-founder
Dublin, OH, US
Employees:
7
Mark Fissel, Cfp®, Aif® Work Experience Details
  • Beacon Hill Investment Advisory, Llc
    Partner And Co-Founder
    Beacon Hill Investment Advisory, Llc
    Dublin, Oh, Us
  • Beacon Hill Investment Advisory, Llc
    Partner/Co-Founder
    Beacon Hill Investment Advisory, Llc May 2008 - Present
    Beacon Hill Investment Advisory is a boutique wealth management firm. We operate as an investment management and financial planning firm, acting in a fiduciary capacity to our clients. Our clients are comprised of individuals, trusts, and retirement plans.As a CERTIFIED FINANCIAL PLANNER™, I'm responsible for private wealth - financial planning, advisor to corporate retirement plans, and advisor to a closely-held Family Office. In addition, I've been asked to serve as expert witness in a multi-state case, resulting in trial work, providing analysis.
  • Nest Opportunity Fund®
    Partner
    Nest Opportunity Fund® Jun 2019 - Present
    Dublin, Ohio, United States
    Nest Opportunity Fund is an Opportunity Zone Fund focused on rehabilitating residential real estate in Columbus, OH and Lexington, KY. Investments in the fund can provide investors with capital gains significant tax benefits as well as participate in the benefits of real estate investments and the resurgence of lower income communities.
  • Bellefontaine City School District
    School Board Member
    Bellefontaine City School District Jan 2020 - Present
    Bellefontaine, Ohio
    Elected to the Board of Education in November 2019.
  • City Of Bellefontaine
    Treasurer
    City Of Bellefontaine Jan 2014 - Present
    Responsible for municipalities investment portfolio and various fund/account monthly reconciliation.
  • Bellefontaine City Council
    City Councilman At Large
    Bellefontaine City Council Jan 2008 - Dec 2013
    • Finance Committee Chairman – charged with establishing budgets for City Administration and monitoring ongoing appropriations.• Other Committee assignments include Investment, Streets, and Audit. • Worked with Columbus counsel to create four local TIF districts for economic development.
  • The Allen Group, Llc
    Owner/Member
    The Allen Group, Llc Jan 2005 - Present
    The Allen Group is a family-owned real estate investment company. The focus is commercial real estate and consists primarily of owning and operating a professional office park.
  • Heritage Equity
    Partner
    Heritage Equity Jan 2015 - Dec 2021
    Columbus, Ohio Area
  • Fissel Floor Covering, Inc.
    Vice President
    Fissel Floor Covering, Inc. Aug 2004 - Apr 2014
    Fissel Floor Covering, Inc. is family owned and operated retail and service based flooring company. Founded over 40 years ago by my father.
  • Cic - Community Improvement Corporation
    Board Member
    Cic - Community Improvement Corporation Jan 2012 - Dec 2013
    Logan County
    The goal of the Logan County Community Improvement Corporation is to assist Bellefontaine City and Logan County to retain existing business/industry and recruit new business/Industry, while promoting this area as a good place to do business.
  • Downtown Bellefontaine Partnership
    Board Member
    Downtown Bellefontaine Partnership Aug 2006 - Jun 2013
    The Downtown Bellefontaine Partnership, Inc. is dedicated to making the downtown attractive for merchants to do business and people to shop, while striving to improve the quality and quantity of commerce, unifying the public and private sectors, and promoting historic preservation to enrich the cultural life of our community.
  • Downtown Bellefontaine Partnership
    Economic Restructuring Chairman
    Downtown Bellefontaine Partnership Jan 2006 - Jan 2010
    Economic Restructuring means finding a new purpose for Main Street’s enterprises. By helping existing downtown businesses expand and recruiting new ones to respond to today’s market, Main street programs help convert unused space into productive property and sharpen the competitiveness of business enterprise.
  • Ymca Hiliker
    Board Member
    Ymca Hiliker Jan 2007 - Feb 2010
    WE BUILD STRONG KIDS, STRONG FAMILIES, STRONG COMMUNITIES.
  • Cic - Community Improvement Corporation
    Board Member
    Cic - Community Improvement Corporation Jan 2009 - Jan 2010
    The goal of the Logan County Community Improvement Corporation is to assist Bellefontaine City and Logan County to retain existing business/industry and recruit new business/Industry, while promoting this area as a good place to do business.
  • Logan County Chamber Of Commerce
    Board Member
    Logan County Chamber Of Commerce Jan 2006 - Jan 2010
  • Siemens
    Engineer
    Siemens Jul 2001 - Jun 2005
    International Delegation, Amberg, Germany (2003-2004)Facilitating the transfer of a manufacturing family of products from Ohio to Germany. •Assisted in logistical move of production lines from America to Germany.International Marketing, Atlanta, GA (2003-2003)Learning and analyzing marketing strategies and product development with an international scope. Front-line Production Supervisor, Bellefontaine, OH (2002-2003)Managed nearly 40 union employees on the highest volume production line within the plant that spanned three shifts of operation. Priorities included;Industrial Engineer, Bellefontaine, OH (2001-2002)Worked within the Engineering department to ensure proper methods of production and efficiencies•Analyzed line deficiencies and established new methods for better, safer and effective production

Mark Fissel, Cfp®, Aif® Skills

Leadership Management Strategic Planning Budgets Marketing Retail Business Development Advertising Investments Marketing Strategy Sales New Business Development Team Building Nonprofits Program Management Product Development Project Management Public Speaking Non Profits Project Planning Real Estate Coaching Strategic Financial Planning Recruiting Management Consulting

Mark Fissel, Cfp®, Aif® Education Details

Frequently Asked Questions about Mark Fissel, Cfp®, Aif®

What company does Mark Fissel, Cfp®, Aif® work for?

Mark Fissel, Cfp®, Aif® works for Beacon Hill Investment Advisory, Llc

What is Mark Fissel, Cfp®, Aif®'s role at the current company?

Mark Fissel, Cfp®, Aif®'s current role is Partner and Co-founder.

What is Mark Fissel, Cfp®, Aif®'s email address?

Mark Fissel, Cfp®, Aif®'s email address is ma****@****ory.com

What is Mark Fissel, Cfp®, Aif®'s direct phone number?

Mark Fissel, Cfp®, Aif®'s direct phone number is +193759*****

What schools did Mark Fissel, Cfp®, Aif® attend?

Mark Fissel, Cfp®, Aif® attended Miami University, Language Institute Von Rothkirch E. K..

What skills is Mark Fissel, Cfp®, Aif® known for?

Mark Fissel, Cfp®, Aif® has skills like Leadership, Management, Strategic Planning, Budgets, Marketing, Retail, Business Development, Advertising, Investments, Marketing Strategy, Sales, New Business Development.

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