Mark Anthony Mueller with Limitless Portfolios and Jay Shivar with Legacy Consulting Group

May 12, 2014 by kirstenkalsky

Mark Mueller-Limitless Portfolios

A Navy Veteran, Mark Anthony moved to Wilmington in 1998 and received his degree in Business Administration from Mount Olive College.

He has been a sought after investment consultant, featured on various radio and TV programs. After several years as a Lead Trader and consultant with various wealth management institutions he decided to join forces with a select group of experienced professions and founded LPS Investments with the belief that Investment Advisors should be trained as market guidance and risk management experts first and foremost, not as pure sales reps.

He and his partners offer white glove service and work independently with individuals, families, and businesses to build financial plans and portfolios that meet the specific needs of each individual. He works closely with extensively vetted professionals in various fields so that his clients have access to the highest quality service no matter what their needs are.

He currently resides in Odgen with his beautiful wife Kim and his Beagle Leah.

Connect with Mark on LinkedIn

Jay Shivar – Legacy Consulting Group

Jay Shivar is an Air Force Veteran and Reservist with over 10 years of experience the Life Insurance and Financial Services business. He began his career as a life insurance agent and financial advisor with Northwestern Mutual.

In 2011, Jay was awarded the Life Insurance Wholesaler of the Year award for Jackson National Life Distributors, LLC. Jay was most recently the Vice President and Director of Insurance for American Capital Wealth Management, Inc.

Jay lives in Wilmington, North Carolina and enjoys beach time with family, golf, and traveling.

Connect with Jay on LinkedIn

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