June Business of the Month

LevelPaths

Mark Riefer, Owner and CEO of Level Paths Investment Advisers, has 25 years of experience.  Level Paths goal is to help you find the straightest line to achieving your financial goals, they offer an array of financial planning and investment services, yet, three things set them apart:

Advice: They strive to generate clear planning and investment opportunities with significant cost savings versus our competitors. They have no minimum investment requirement; they simply desire long term ‘win/win’ relationships with their clients.

Behavioral Coaching: Getting the BIG financial principles (or habits) right has always been the greatest determiner of financial success. Thus they provide engaging financial training and progress reporting across 3 critical financial disciplines to develop greater investor insight and convictions. This Make It Level™ process is found at www.make-it-level.com (available after July 1, 2016).

Convenient Services: see their ‘culture of convenience’ pledge in the “Our Team” portion of their site, https://www.levelpaths.net/our-value/value-proposition

Meet The Staff…

Mark Riefer

President
CEO

mark.riefer@levelpaths.net
EXPERIENCE:

Mark T. Riefer has over twenty five years experience in the investment industry, and serves as President of the Registered Investment Advisory (RIA) firm, Level Paths, LLC.  He was previously an Associate Vice President-Investments and Branch Manager with  Wachovia Securities (formerly A.G. Edwards & Sons, Inc.) for ten years.  Prior to joining A.G. Edwards,  he was an Assistant Vice President with Merrill Lynch in Clearwater, Florida.

EDUCATION:

He holds a Bachelors of  Science in Education degree with cum laude honors from Bowling Green State University, Bowling Green, Ohio.

LICENSES AND SPECIALTIES:

He currently holds the Series 65 as an RIA Representative.  He also holds insurance licenses for life, health and variable annuities.  He formerly maintained securities related licenses Series 7, 9, 10, and 63.  His areas of emphasis include Estate and Financial Planning, Tactical Asset Management, and Business Financial Services including Qualified Retirement Plans.

ACHIEVEMENTS:

Mr. Riefer consistently qualified for the Wachovia Securities, A.G. Edwards, and Merrill Lynch  Crest and Executive Club(s) respectively, and he attained four “Masters” awards for business development while at Merrill Lynch.

COMMUNITY ACTIVITIES:

He serves as Past President and board member of the Rolla Noon Kiwanis Club and is a past board member of the Phelps Regional Healthcare Foundation, the Rolla Area Chamber of Commerce, and the Rolla Bible Church.  He is a Professional and Certificated member of Kingdom Advisors, a Christian Financial Professionals organization.  He has also volunteered with The Boy Scouts of America and the Rolla Youth Baseball, Basketball, and Football programs.

PERSONAL:

Mark and his wife Kelly enjoy their family of seven children and two grandsons.  Mark and his family relocated from Clearwater, Florida to a family property near Edgar Springs, MO.

Amanda Lenox

Branch Systems Administrator
amanda.lenox@levelpaths.net

EXPERIENCE:

Amanda L. Lenox has over eighteen years of office administration, audit, and marketing experience.  Amanda has worked as a Branch Systems Administrator with Mark Riefer for over six years.  Prior to joining Level Paths Investment Advisers, in August 2009, Amanda served part-time as Deputy Clerk and Deputy Collector with the Phelps County Courthouse.  In her volunteer time, she served as the Annual Dinner Auction Chairperson for the St. Patrick Catholic School.  She also has extensive audit experience after nine years as an Auditor with the Missouri Department of Mental Health and the Missouri Department of Social Services in Jefferson City, Missouri.

EDUCATION:

She holds a Bachelors of  Science in Accounting degree from Northeast Missouri State University (Truman State University) in Kirksville, Missouri.

COMMUNITY ACTIVITIES:

Amanda currently serves as an active volunteer with the St. Patrick Catholic Church and has been a member of the Finance Committee.  She has served as Secretary of the Board of Directors for the St. Patrick Catholic School and as Chairperson for the Annual Dinner Auction fundraiser (raising over $100,000 in two years!).  She has been a member of the Rolla Master Gardeners Club and served as a member, with her husband, on the Rolla Lion’s Club Carnival Committee.  Currently, she is the Co-Chairperson for the Annual Thomas Whitefield 3v3 Soccer Tournament.

PERSONAL:

Amanda and her husband Mark have four children: Taylor (25), identical twins Megan and Hannah (17), and Jacob (15).  They reside in Rolla, Missouri.  Her hobbies include cooking, baking, DIY home/decorating projects, attending her children’s various track, soccer, and football and tennis games, hunting, gardening, and spending time with her family and friends.

Jo Ann Davidson

Administrative Assistant
JoAnn.Davidson@levelpaths.net
EXPERIENCE:

Jo Ann Davidson started working with Mark Riefer in July of 2015. Prior to joining Level Paths Investment Advisers, Jo Ann was a stay at home mom and enjoyed volunteering for various activities her children were involved in, including Fine Linen Drama, Summer Reading Program, and church camps.

EDUCATION:

She holds a Bachelors of Arts in Youth Ministry from Colorado Christian University.

COMMUNITY ACTIVITIES:

Jo Ann currently serves as the treasurer for Days of Hope Ministries and St. James Senior Citizen’s Corporation.  She was an inaugural member of the St. James Library board. She also enjoys sewing for Fine Linen Drama.

PERSONAL:

Jo Ann and her husband Joe have been married for 21 years.  They have 2 sons and reside in St. James, Missouri. In her spare time she likes to go to garage sales and thrift stores to find treasures. She also enjoys making handcrafted items for her Etsy store.

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