Mark Aho formed the Mark Aho Financial Group in 2005 and, after 11 years in banking and 24 years as a financial advisor, he brought his team to Raymond James in 2013.
A lifelong resident of Michigan’s Upper Peninsula, Mark was adopted from an orphanage as a baby, which he believes has imbued him with a particular thankfulness for life. After earning a Bachelor of Science (B.S.) and a Master of Business Administration (MBA) from Northern Michigan University, he went on to obtain a number of industry designations that he continues to maintain and build upon today. Mark is a CERTIFIED FINANCIAL PLANNER™ professional, and a Certified Investment Management Analyst (CIMA®), which is a designation awarded by The Investments and Wealth Institute in conjunction with the Wharton Business School at the University of Pennsylvania.
Over the years, Mark has built a team and a professional network that reflect his persistent drive for continued education, and it’s with this team that he is able to deliver premium wealth management services to his clients in the Upper Peninsula.
For those working with our office, Nicole will be the one to make outgoing contact with you and will make sure the service team is meeting – if not exceeding – your expectations. Nicole will also reach out to you in order to share any information we feel is important, and to see if there are any changes in your life we should be aware of, so that we may adjust your plan accordingly.
Her educational background includes a Bachelor’s degree in Health Management from Ferris State University. Professionally, she holds the Series 7, 66, 9 and 10 licenses.
Nicole and her husband live in Marquette, and she enjoys golf, photography and running.
Eric Froberg develops sound retirement and wealth planning strategies for individuals, small businesses and young professionals. Eric provides service that is dedicated to the particular needs of each clients, based on honesty, integrity and a commitment to excellence.
Prior to Raymond James, Eric worked for Wells Fargo Advisors and the firm’s predecessor, A.G. Edwards. Before that, he was employed by Bank of America in Fort Lauderdale, Florida, where he developed successful financial solutions for both individual and business clients.
Eric is a graduate of Marquette Senior High and a cum laude graduate of Northern Michigan University with a Bachelor’s degree in Financial Management. He also earned the Accredited Asset Management Specialist (AAMS) designation through the College of Financial Planning in Denver, Colorado.
In his spare time, Eric enjoys hockey, golf, water sports, and traveling. He is a member of Marquette Rotary West and serves on the Board of Marquette Junior Hockey. In addition, he works for the Western Collegiate Hockey Association as an on-ice hockey official.
Joe is responsible for providing comprehensive financial planning and advice to assist clients in the pursuit of their financial goals. Joe also keeps in close contact with clients to make sure we are aware of any changes that could affect their financial plans.
Prior to joining the Mark Aho Financial Group, Joe worked as a Paraplanner in the financial services industry for three years, where he earned multiple industry licenses.
Joe’s educational background includes a Bachelor of Science in Finance from Northern Michigan University. Professionally, Joe is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7 and 66 licenses as well as Life, Health, and Variable Annuity Contracts.
Joe lives in Marquette with his wife and son. In his spare time he enjoys playing hockey, golfing, hunting, and spending time at camp.
Amanda is the first person you will speak with when you call, and the first face you will see when you come in to the office. She will ensure that your questions are answered quickly and efficiently, and that your visit to our office is an enjoyable one.
Amanda graduated from Marquette Senior High School and her educational background includes a Bachelor’s degree in Finance from Northern Michigan University. Professionally, she holds the Series 7, 66, 9 and 10 licenses.
Amanda lives in Marquette with her husband, son, and two dogs. In her spare time she enjoys cooking, reading, and spending time at camp.
Lois ensures that our clients receive the best possible service. She can book appointments for you and answer any administrative questions you may have. Importantly, she will make sure that the right member of our team responds to any of your queries.
When it comes to financial industry familiarity, Lois joined our office with 13 years of experience in banking and has been part of our team for more than 18 years.
Lois and her husband live in Marquette and have three children and four grandchildren.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.”
Investment Management Consultants Association is the owner of the certification mark “CIMA®,” the service marks Certified Investment Management AnalystSM,” “Investment Management Consultants AssociationSM,” and “IMCA®.” Use of CIMA® or Certified Investment Management AnalystSM signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.
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