ST. PETERSBURG, Fla.--(BUSINESS WIRE)--DayMark Wealth Partners announced today that Jacob Krecic (Managing Partner), Justin Fitchko (Managing Partner), and Martin Hopkins (Senior Managing Director) will be joining the firm. They are accompanied by Kristine Cameron, Stephanie Gordon, and Justin Michlovic, all Directors – Client Relations. They will all operate from DayMark’s two newest office locations in Westlake and Pepper Pike, OH.
Previously, Mr. Krecic, Mr. Fitchko, and Mr. Hopkins led the Krecic Fitchko Wealth Management Team at Wells Fargo. With over 73 years of combined industry experience, they decided to join DayMark Wealth Partners to provide more personalized services, independent advice, and customized solutions to meet their clients’ unique financial needs.
"It's all about making good decisions for our valued clients and joining DayMark Wealth Partners is the right choice for today's savvy investor,” commented Jacob Krecic, Managing Partner at DayMark. "The wealth management landscape has changed considerably over the last several years. Clients demand objective advice and counsel, untethered from banking/financial institutions who commonly have their own self-interests shaping their views and driving their recommendations.”
“Joining forces with a perennial industry leaders that formed DayMark Wealth Partners allows us to be truly independent with only the best interests of our clients at play. In addition, being supported by a best-in-class resource partner, Dynasty, our clients are ensured to receive cutting edge service - a distinct competitive advantage,” remarked Justin Fitchko, Managing Partner at DayMark.
“My partners at DayMark and I are thrilled to have DayMark Wealth Partners be the destination of choice for this Forbes’ Best in State Wealth Management team,” commented Mike Quin, Founder at DayMark Wealth Partners. “After an extensive due diligence process Jacob, Justin and Marty chose DayMark Wealth Partners. It cements in the marketplace that our model puts the client first, is the best model for the advisor who values retaining ownership of their business and therefore control of their life’s work. This addition furthers our pursuit to build a firm that is a partnership for elite advisor teams and their clients.”
“We are excited to welcome Jacob, Justin, Martin and their team to DayMark Wealth Partners. We knew upon DayMark’s launch in June 2022 that this would be a fast-growing organization, becoming a premium choice for advisors seeking partnership, professionalism, and integrity in their new firm,” commented Dynasty’s CEO, Shirl Penney.
DayMark Wealth Partners is an RIA based in Cincinnati, Ohio with approximately $2 billion in assets under management. For more information visit daymarkwealthpartners.com. DayMark is a member of the Dynasty Financial Partners’ Network of independent financial advisory firms.
DayMark Wealth Partners is a member of the Dynasty Network of independent advisory firms. Dynasty Financial Partners, LLC acted as financial advisor to DayMark on this transaction.
Bios
Jacob Krecic
Managing Partner
With nearly 25 years of financial services experience, Jacob Krecic joined DayMark Wealth Partners in 2023 from Wells Fargo Advisors, where he was an investment officer. He specializes in asset management and retirement planning and is proud to host investment seminars and lectures for businesses and civic groups. He began his career with Morgan Stanley in 1997, moved to Wells Fargo in 2008, and today he continues to fulfill his passion for serving clients alongside his DayMark colleagues.
Justin Fitchko
Managing Partner
Justin Fitchko specializes in retirement and investment planning at DayMark Wealth Partners, which he joined in 2023. He creates customized, goal-based plans for clients using a tried-and-true process. Justin loves guiding his clients through life transitions and helping them navigate complex financial decisions.
Previously Justin worked for 17 years at Wells Fargo Advisors, where he was an Investment Officer and Senior Quantitative Choice Portfolio Manager. He began his career as a Financial Statement Auditor for Deloitte & Touche.
He earned both his MBA in Finance and his Bachelor’s degree in Accounting from the University of Dayton. Justin also earned the CERTIFIED FINANCIAL PLANNER™ designation through the Certified Financial Planner Board of Standards.
Martin Hopkins
Senior Managing Director
Marty Hopkins joined DayMark Wealth Partners in 2023 with 30 years of financial services experience. He loves drawing from his investment knowledge to help people improve their lifestyles. He does this by creating holistic wealth management and investment plans, specifically designed to help each client pursue financial success. Marty focuses on retirement planning and helping people maintain the lifestyle they want during retirement.
Previously Marty worked at Wells Fargo Advisors for 22 years, most recently as an investment officer. He earned his Bachelor’s degree in Business at Cleveland State University.
Disclosures:
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
About Dynasty
Dynasty is a provider of technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high net worth and ultra-high net worth clients. Dynasty provides access to a comprehensive platform of software and technology tools, business services and holistic investment management capabilities through an open-architecture platform delivered via a suite of proprietary and third-party technologies. Dynasty’s technology, tools and services provide advisory firms the supported independence to launch their business, scale their operations and grow their firms — both organically and inorganically — while also allowing them to be more focused on and better equipped to serve their clients. Dynasty’s platform and offering have won multiple awards in recent years.
For more than a decade, Dynasty has championed the benefits of independent wealth management for high net worth and ultra-high net worth clients and has contributed to the movement of assets from traditional brokerage channels to the independent channels of wealth management. As Dynasty is becoming a recognized industry leader, Dynasty has differentiated itself by developing competitive strengths, including a deep understanding of and strong relationship with its clients, a comprehensive offering of services and technology-enabled solutions, the ability to leverage its size and breadth to invest, the flexibility and seamlessness enabled by a modular technology solution, the entrepreneurial culture and experienced and committed management team. Dynasty is committed to continually growing its business by facilitating existing advisory firm clients’ growth, onboarding new clients, increasing the clients’ use of its broader capabilities, launching additional solutions and carrying out complementary acquisitions.
For more information, please visit www.dynastyfinancialpartners.com.
Also visit Dynasty on social media:
LinkedIn: https://www.linkedin.com/company/dynasty-financial-partners
Twitter: @DynastyFP
Youtube: http://bit.ly/1MKXhC8
