Mark Modzeleski

Mark Modzeleski

Phone: (315) 463-8587 Ext. 1351
Fax: (315) 463-8219
Mobile Phone: (315) 243-5660
E-mail:
 

Mark Modzeleski is a Financial Services Representative at the Voss Group in Norwich, NY, where his primary role is working with small businesses with a particular interest in Agriculture.

Mark was born in Westchester County, NY and raised in the southwest corner of Connecticut. He earned a BA in Psychology from Gordon College in 1995. Mark began his career at a small firm in Boston, MA where he worked with individuals and groups teaching them how to become more effective communicators and team members through outdoor adventure and education.

In 1998, Mark and his family moved to Central NY where Mark worked for the family milk trucking business. He still holds his Class A CDL. Mark joined NEF as a financial advisor in 1999.  In 2006 Mark was promoted to Senior managing Associate with the Upstate NY office of New England Financial.  Marks responsibilities included managing a sales unit of 20+ advisors as well as the development of the firms’ detached locations in Eastern NY. Mark drove the agency’s Case Design Unit and helped lead the implementation of the firm’s Financial Planning Initiative. Additionally, he aided in helping oversee the firms’ accountability, training and development programs for new advisors.

More recently Mark's focus has been directed toward financial and estate planning, as well as private wealth management. He is a Partner at The Voss Group which allows him to apply his industry knowledge and passions to his long term interest in agriculture and Ag related businesses. In addition, he continues to focus on planning for individuals and small business in the areas of retirement planning, wealth accumulation, risk management and wealth transfer.  He main areas of expertise lie in Business transfer, succession and continuity planning along with qualified and Non-qualified plan development.

Mark was awarded the star producers in 2000 and Inner circle in 2005. In 2006, Mark was promoted to Sr. Managing Associate. While working as a Managing Associate, Mark received the GAMA Career Development Award; Diamond in 2007 and Platinum in 2008. In 2009 and 2010, he received the GAMA Frontline leader Platinum Award. In 2011, Mark was chosen to be a featured breakout speaker at the national GAMA LAMP conference. Mark is a member of the Syracuse Association of Insurance and Financial Advisors (SAIFA) and has been named an American College moderator. He is a member of NY Farm Bureau, NEDPA (Northeast Dairy Producer Association), NYS Agricultural Society and the Corn and Soybean Growers Association.

He has earned his Certified Funds Specialist (CFS) designation, Certified Long Term Care (CLTC) designation, and is currently enrolled in the Chartered Financial Consultant (ChFC) curriculum through the American College. Mark also earned his Accredited Investment Fiduciary designation (AIF), He is a graduate of the Cornell LEADNY Class 15 (The Empire State Food and Agricultural Leadership Institute).

Mark and his wife Amy reside in Cazenovia, NY with their two boys. Mark enjoys golf, shooting, skiing, soccer and other outdoor activities with his family. He is also a volunteer soccer coach for both club and HS soccer teams.

 

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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