Amerity Financial Executives

 

Mark Wells
Chief Executive Officer and Principal
Member of the Board

With over 30 years of experience, Mark Wells is a veteran of the financial service and insurance industry. Mark's vast experience in all aspects of the industry, from being a co-founder of two major organizations, High Mark Securities and Amerishare, has positioned him to be one of the most knowledgeable people in the field. Mark brings to Amerity Financial leadership and management skills to run a solid business. While staying abreast of current financial industry conditions, he makes changes and maneuvers the company to anticipate the future. With a solid board of individuals, Mark's philosophy is to build a group of trusted financial professionals across the country.

Mark has been married for 35 years to his wonderful wife Sherry. Together, they have two sons, both married, and three grandsons. For over 30 years he has served as an active member of his home church, Family Worship Center. In his free time Mark enjoys spending time with his family and riding his Harley Davidson.

 

Paul B. Holmes, Economist
Founder and Principal
Chairman of the Board

Paul earned his Bachelor of Science in Economics in 1986 from his home state at the University of Maine. As an Economist and the Founder of Amerity Financial in 1994, with over 20 years serving retirees in the financial services industry, Paul has overseen more than $200,000,000.00 of client's money to be safely invested. He became a member of the International Association of Financial Planning (IAFP) in 1995 and is recognized as a leader in the financial and insurance services industry.

He is a successful business man who, twenty years ago began helping his clients make money and advising them to get retirement funds out of the stock market in early 2000 and again in the fall of 2007, warning of the coming crash of the real estate market. His message: protect your retirement savings, not to listen to the mainstream media and stay out of the Stock Market with funds earmarked for retirement. Safe and competitive alternatives exist.

Paul has spent more than 8,000 hours and 4000 client meetings with Seniors and Baby Boomers throughout his 20-year career. He is an educator sharing some of the most insightful retirement planning strategies and recognized by numerous financial institutions as one of their top Financial Professionals.

With a reputation for being honest, caring and ethical he focuses on each clients unique circumstances to customize income planning, tax reduction and asset protection strategies.

Paul is part of a team of professionals that are responsible for the service and support offered by AMERITY Financial. These responsibilities include the development, implementation and monitoring of retirement investment solutions for AMERITY Financial clients. Paul also mentors other financial professionals in the areas of retirement planning, income planning and estate and tax planning strategies.


John Craft
Member of the Board and Principal

John Craft is a Principal and Member of the Board for Amerity Financial. John has 30 years experience in the Life Insurance industry with the last 26 years devoted to recruiting and managing national sales organizations. John began his career as a personal producer, then became a General Agent. He served as Executive Vice President for two national marketing organizations where he developed marketing, recruiting and compensation programs that produced over 12,000 agents. 

 

 


Gerald Stratton
Member of the Board and Principal

Jerry holds both positions as Principal and a Member of the Board for Amerity Financial. He has been working in the Financial Industry for over 30 years. Early in his career, Jerry spent four years of active duty in the United States Air Force. He was an Executive Director with the YMCA for 11 years, spending the last 3 of the 11 years as the CEO of a large group of YMCA's. Prior to his current role, Jerry became part owner and President of The Alliance Group in 2008. His decision to join the company was based on his passion and skills for growing the company and recruiting new financial professionals into the financial industry. He also plays a leading role in educating consumers about financial options that are available to them and providing safe retirement solutions.