Keli's style of self-effacing humor often introduces himself as an ex-jock, ex-soldier, C student, slow reading group. And while that might be disheartening, he has spent over 24 years in the financial services industry. His financial background is wide and deep. He has been an investment wholesaler of global investment management services working intimately with investment advisors and insurance agents. Later as the chief investment officer for a registered investment adviser, he supervised and managed hundreds of millions in private client assets in both traditional and alternative private investments. He brings his love of tearing financial products a part and putting them back together and his love of developing others to the podcast hoping to arm and protect folks from their own form of decision regret. 

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.