Keli's self-effacing humor often highlights his past as an ex-jock, ex-soldier, C student, and slow-reading group member. Despite this, he boasts over 24 years in the financial services sales industry, with a broad and deep background. He started as an investment wholesaler for global investment management services, collaborating closely with investment advisors and insurance agents. After, he became the chief investment officer for a registered investment adviser, managing nearly a half a billion in private client assets across traditional and alternative investments.

Keli combines his passion for protecting others with a knack for dissecting financial products on the podcast. His goal is to help listeners avoid decision regret and empower them to ask insightful questions that slow down sales professionals to help folks confirm that their trust is well placed. 

"Our podcast aims to reduce manipulative sales tactics and safeguard individual self-interests."

Say hello to Mark Robinson – not just a Co-Founder, but the architect of Health Care Relief™. He is the creator of our health care cost containment services and programs. His contemplating manner and philosophical chops lead the charge in keeping health care costs in check. Like the wizard behind the curtain, making sure everything Health Care Relief™ runs smoothly. From financial finesse to creative flair, and from administration to operations – Mark's got his hands in it all with a warm touch.  Did I mention he is a former Certified Investment Management Analyst (aka CIMA) and handled a couple hundred million in private client assets during his nearly 30-year career as an investment broker and advisor. His deep analytical insights and formulas for any investment question, his expertise is grounded in the investment side of the financial services industry.