Mark J. Dorman, CLU®, CHFC®,CFBS, CEPA
Mark holds the Certified Family Business Specialist (CFBS) and Chartered Financial Consultant (ChFC) designations and helps mid-sized business owners create an exit and transitional plan from their businesses. Mark draws upon his experience as a business owner to advise his clients during the single, most critically important financial event of their lives.
As the president of Dorman Legacy Advisors, LLC and Founder of the Midwest Family Business Center, Mark is an industry leader who is recognized for helping his clients achieve their goals. He has more than 28 years of experience working with business owners, corporate executives, and retirees.
Mark also founded Dorman Farrell, LLC in 1999. The financial services and employee benefit company quickly grew into one of the most respected firms in the industry in the state of Ohio. The firm received numerous awards, including Case Western Reserve University’s Weatherhead 100 Ranking for business growth in 2009 and 2010, as well as receiving Medical Mutual’s Pillar Award for community service.
As a dedicated community volunteer, Mark has spent the last 20 years serving his community in various leadership positions, including the American Red Cross of Medina County, Cathy’s House, the Medina County Economic Development Corporation and Leadership Medina County.
In 2006, Mark was recognized as the Medina County Corporate Citizen of the Year. He is a graduate of Cleveland State University, and resides in Medina, Ohio with his wife Tanya and their four children. He enjoys a good round of golf and cycling.
Mark holds the Chartered Life Underwriter, a Chartered Financial Consultant, and a Certified Family Business Specialist designations.
Mark Dorman is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC. (www.sipc.org) Supervisory Office: OSJ: 2012 West 25th Street, Suite 900, Cleveland, OH 44113. (216) 621-5680. Dorman Legacy Advisors is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.