Joe has been a shareholder and executive in a number of retail businesses. He also worked for Fortune 200 Company, AON Corp. His experience in financial companies involved insurance, mortgage, and real estate.
Mark was the former Head Securities Trader for arguably the most successful hedge fund in Wall Street history, Citadel. He was also the lead instructor at the world's largest financial academy & worked in private equity sector as well.
Joe and Mark's grandfathers and grandmothers and even their great grandparents knew each other many generations ago. "Marky" played the piano in the Swiss Band when he was little and "Joey" wrestled at the Swiss Festivals. Their moms were very close and danced at all the festivals. Besides the food, fun, and family, Marky and Joey were the entertainment for the Swiss. Both Marky and Joey's families were heavily invested in the Swiss Community when Mark and Joe were both in a wedding and became linked forever as a family member of Mark's and a friend of Joe's were married. After that, Mark went to Wall Street for many years and Joe built a number of companies. In 2016, Mark's mom Shirley pushed the two to reunite and West Coast Swiss Group was formed.
Company Founded
Moved to Capitol Mall Drive in the Financial District
Expanded financial services from doctors, engineers and attorneys to C-Level Executives and Manufacturing/Industrial Corporations
Began Forming Partnerships with CPAs, Trust Attorneys and Tax Attorneys
Consulted farmers regarding legacy planning and PPLI carve-out strategies
Endorsed by 5000 Member Law Enforcement Organization
Opened up our Non-Profit and Company-wide 401(k)-plan Replacement Strategies
Our revenue projections are on track to triple from 2024 and for 2025 we will have $100M in New Assets Under Management.
Innovation
Fresh, creative solutions.
Integrity
Honesty and transparency.
Excellence
Top-notch services.
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