Mark J. Dorman -Aif

Mark J. Dorman has a wealth of experience in various roles within the business and financial industry. Mark J. is currently the Managing Director at Succession Plus and has been with the company since 2024. Prior to this, they served as the Host of the "Finish Big" Podcast at Finish Big - The Podcast in 2023. Mark J. was also the Managing Director at Strategic Retirement Partners from 2023. From 2013 to 2023, Dorman was the President of Legacy Business Advisors Ohio, where they specialized in succession and transition planning for privately held and family businesses. Dorman is an Official Member of the Forbes Business Council from 2020 to 2023. Additionally, they have worked as an Adjunct Lecturer at TPSU - The Plan Sponsor University since 2019. In 2016, they founded Legacy Advisors Network, and from 2015 to 2023, they served as the President of TAB Western Reserve (NE Ohio) at The Alternative Board (Worldwide). Dorman also served as a Board Member at Medina County Economic Development Corporation from 2014 to 2017. Before these roles, they were the President & CEO of Dorman Farrell, LLC from 1998 to 2013.

Mark J. Dorman -AIF, CLU, ChFC, CEPA, CFBS earned a BBA degree in Finance & Marketing from Cleveland State University, graduating between 1982 and 1989. Mark J. later obtained a Chartered Financial Consultant degree in Estate & Business Planning from The American College of Financial Services, studying between 1990 and 2012. Additionally, they have acquired several additional certifications, including AIF from Fi360, a Broadridge company in 2021, Certified Exit Planning Advisor from the Exit Planning Institute in 2020, Ken Blanchard on Servant Leadership from LinkedIn in 2018, and certifications from The American College of Financial Services, including Certified Family Business Specialist, Chartered Financial Consultant, and Chartered Life Underwriter (CLU).