The Oberlin Group | Grand Rapids, MI

Mark Oberlin

Retirement Plan Consultant

Senior Vice President, Investments

Financial Advisor

Direct: 616-974-3340

Mark has been servicing investors for over 29 years, the past 24 years at Raymond James. He helps clients reach their financial goals through broad-based financial planning, tax and estate planning, and risk and wealth management. His Group also specializes in 401k plan design and management.

Mark graduated from Ferris State University in 1980 and did graduate finance work at Western Michigan University. He is a member of Raymond James’ Chairman’s Council* and Retirement Planning Advisory Council. In his spare time Mark enjoys woodworking, fishing, and music performance. He is active in the Grand Rapids Lions Club and Ada Congregational Church.

Mark lives in Cascade with his wife Kathy. Their son Steve, is now attending Arizona state University. Tune into Wood -1300 AM every Friday morning at 6:35am for Mark’s weekly investment and market commentary.

*Membership is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually.

Tammy Hancock

Registered Paraplanner

Senior Financial Planning Assistant

Senior Registered Sales Associate

Direct: 616-974-3341

tammy.hancock@raymondjames.com

Tammy has been in the investment business for over 15 years, 10 of those with Raymond James. Tammy is fully licensed with her Series 7 and 66. She is also a Registered Paraplanner and can assist you with portfolio management, retirement plans, mutual funds, stocks and research. Tammy earned her bachelor’s degree in finance from Grand Valley State University in 1998.

She lives in Amble with her husband Marty and their son William. Tammy lives on a small hobby farm and in her spare time she enjoys fishing, horses and the outdoors. She is also active with 4-H.

Alicia Tatu

Registered Paraplanner

Senior Financial Planning Assistant

Senior Registered Sales Associate

Direct: 616-974-3362

alicia.tatu@raymondjames.com

Originally from Ann Arbor, Alicia joined Raymond James in 2003 after graduating from Cornerstone University with a bachelor’s degree in Business Management. She has completed the Series 7, 63 and 65 licenses, enabling her to assist clients with trading needs, portfolio management, retirement plans, mutual funds, stocks and research. In 2008 she received her Registered Paraplanner designation.

Alicia lives in Rockford with her husband Mike and their dog, Wilco. She enjoys traveling and reading books in her spare time.

Victoria Jenkins
Sales Associate I
231.946.3650
victoria.jenkins@raymondjames.com

Victoria joined the Oberlin Group in 2009 and is a 2010 graduate of Ferris State University, where she received a Bachelor’s degree in Finance with a concentration in investments. She had five years banking experience prior to joining Raymond James, and Victoria is now studying for the Series 7 and 66 securities licenses. Victoria services our clients from the Raymond James office in Traverse City. She lives in Traverse City on a small hobby farm and enjoys hockey, fishing, hunting, and camping. She is also a member of the Traverse City Young Professionals, a division of the Traverse City Chamber of Commerce.

Steve Oberlin

Intern

stephen.oberlin@raymondjames.com

Steve joined the team in 2008 as an intern. He attends the W.P. Carey School of Business at Arizona State University, majoring in Finance and marketing.

He also serves as a Devil's Advocate and is a member of Lamda Alpha Chi.

About Raymond James

Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.

More than 5,400 financial advisors
2 million client accounts
2,400 locations (United States, Canada and abroad)
$268 billion in client assets
$35 billion managed by its subsidiary asset managers

Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.

For more information, visit raymondjames.com.

SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.

About Us

About Raymond James