Mark Olson, CIMA, AIF

Mark Olson, CIMA, AIF

Assistant Material Control Manager, Department Supervisor - Purchasing, Production Control, Quality

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location of Mark Olson, CIMA, AIFSpring Arbor, Michigan, United States

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  • Timeline

  • About me

    President / CEO @ FM Financial, Governance Steward

  • Education

    • Spring Arbor University

      2000 - 2003
      Master of Business Administration - MBA
    • Spring Arbor University

      1975 - 1979
      Bachelor of Arts - BA Business Administration and Management
  • Experience

    • Hayes Albion Corporation

      Mar 1980 - May 1982
      Assistant Material Control Manager, Department Supervisor - Purchasing, Production Control, Quality

      Tier one supplier of aluminum and magnesium die castings to the automotive industry

    • Consumers Energy

      May 1982 - Jan 1985
      Internal Audit Associate - Information Systems, Generating Plants, Regional Offices

      MIchigan’s largest electric and natural gas utility serving more than 6 Million residents

    • Harvard Industries

      Jan 1985 - Mar 1993
      Assistant Controller, Employee Involvement Facilitator and Production Control Manager

      Tier one automotive ductile iron casting foundry with more than 600 U.A.W. employees

    • Owen Machine & Tool

      Mar 1993 - Oct 1999
      Vice President - Business Development, Human Resources, Strategic Relationships

      Designer & builder of specialty machines and automated production systems.

    • FM Financial

      Oct 1999 - now

      FM Financial is a 501(C)3 organization established in 1987 with 35 team members. FM Financial provides professional planning, investing and giving services from a biblical stewardship perspective. All services are offered by qualified professionals who care as much about stewardship and mission as returns and retirement.

      • President, CEO

        Jan 2022 - now
      • Executive Vice President & Chief Investment Officer

        Jan 2004 - Dec 2021
      • Vice President Investment and Loan Fund

        Oct 1999 - Dec 2021
    • GuideStream Financial

      Jan 2003 - now

      GuideStream Financial is a registered investment advisory firm wholly owned by FM Financial and regulated by the Securities and Exchange Commission. GuideStream Financial currently provides financial planning and investment management to more than 700 individual and institutional entities.

      • Chief Executive Officer

        Jan 2022 - now
      • President, COO & Chief Investment Officer

        Jan 2003 - Dec 2021
  • Licenses & Certifications

    • Accredited Investment Fiduciary (AIF)

      Fi360, A Broadridge company
      Apr 2021
      View certificate certificate
    • Certified Investment Management Analyst (CIMA)

      Investments & Wealth Institute / University of Pennsylvania Wharton School of Business
      Mar 2008
      View certificate certificate
    • Investments & Wealth Institute Member

      Investments & Wealth Institute
      Nov 2007
      View certificate certificate
  • Volunteer Experience

    • Board member since January 2018. Formerly member & chair of the finance and investment committees.

      Issued by Henry Ford Allegiance Health on Jan 2010
      Henry Ford Allegiance HealthAssociated with Mark Olson, CIMA, AIF
    • Trustee, investment sub-committee member. Chair of the investment sub-committee since January 2018

      Issued by Henry Ford Health on Sept 2017
      Henry Ford HealthAssociated with Mark Olson, CIMA, AIF
    • Former board member, vice chair, treasurer & finance committee chair

      Issued by Butterfield Memorial Foundation on Jan 2011
      Butterfield Memorial FoundationAssociated with Mark Olson, CIMA, AIF