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205 N. Lakeshore Blvd, Suite B
Marquette, Michigan 49855 USA
Tel. 906-226-0880
Fax. 906-226-1767
*The 2023 Forbes ranking of America’s Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 4/1/2021 to 3/31/2022 and was released on 01/12/2023. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 8,000 team nominations, 2,860 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/list-directory/#470ac626b274 for more info.
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Mark Aho Financial Group is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.
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Check the background of this firm on FINRA’s BrokerCheck
Mark Aho formed the Mark Aho Financial Group with Raymond James in 2013. Over the course of his career, he has spent 11 years in banking and 29 years as a financial advisor.
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 help 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 spending time with her family.
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 client, 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 Central 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 a Certified Investment Management Analyst (CIMA®), which is a designation awarded by The Investments and Wealth Institute in conjunction with the Yale School of Management. Joe also holds Series 7 and 66 licenses as well as life, health, and variable annuity contracts.
Joe lives in Marquette with his wife and children. In his spare time he enjoys playing hockey, golfing, hunting, and spending time at camp.
Prior to joining the Mark Aho Financial Group, Ross worked as a Financial Analyst in the engineering industry, servicing both commercial and government contracts. He will be maintaining regular communication and assisting many of you with questions on your accounts. High-touch personal service and guidance will be his top priority.
Ross graduated from Marquette Senior High School and his educational background includes a Bachelor’s degree in Accounting from Finlandia University. Professionally, he holds the Series 7 and 66 licenses.
Ross lives in Negaunee with his wife and son. In his spare time he enjoys spending time with his family, being outdoors, fishing, gardening, and working on different kinds of projects.
Amanda works closely with our clients, assisting with any questions or requests in a friendly, efficient manner. She also provides support to the financial advisors to help ensure all clients receive exceptional service from our team.
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, children, and dogs. In her spare time she enjoys cooking, reading, and spending time outdoors with her family.
