Flynn Financial Partners, Ltd.

As the Co-Founder and Senior Partner of Flynn Financial Partners Ltd. LLC, Mark oversees the company's corporate and investment management operations in addition to serving individual clients. Mark and the Flynn Financial team oversee more than half a billion of investments as of 12/08/20.

Mark received his Bachelor of Science from the Leonard N. Stern School of Business at New York University where he double-majored in Finance and Accounting. Mark was born and raised in Chicago, IL where his family is from.

Starting from a young age, Mark has had a passion for investing. He began learning and following investments when he received a passbook savings account as a child.  His passion for learning and investing grew as he followed the Dot-com bubble of the 00's throughout his college education. During college, Mark further pursued his degree as well as his passion for skiing, spending winters in Colorado.

Upon graduating college, Mark continued on to work with Tim Flynn and became a partner of Flynn Financial Partners.  Together, they made a move from AXA Advisor to UBS Financial where they grew the business exponentially and began working with clients more focused on their investment needs.

In 2008, the financial crisis caused the collapse of several major financial institutions and the government bailout of others, challenging the existing state of affairs within the industry. Navigating these trying times, Mark and Tim understood the importance of focusing on the client's best interest through the utilization of a modern and objectivity approach. It was during this time that Mark and Tim developed a vision for a new type of investment firm—one of objectivity and the ability to work with an Independent Broker Dealer.  This prompted the move to LPL Financial on July 1, 2008.

Mark currently resides in Nyack, NY with his family and is the proud dad of two young boys.  He continues to yearn for the outdoors, spending as much time hiking, camping and skiing.  Pray for snow and stay inspired.

Joe joined Flynn Financial Partners in February 2020 as a Partner and Senior Retirement Consultant to oversee the Retirement Plans and Corporate Services business.

Joe has a lengthy career in developing retirement plans, fiduciary processes, and advising committees on investment governance practices. In addition, Joe brings incredible value in helping participants manage their goals while working with the Plan Fiduciaries to pursue the plan is working as intended and helping the fiduciaries carry out their duties. Joe has been a panelist and frequent guest speaker at industry events with the Retirement Learning Center, a Nationally known ERISA consulting practice.

Joe is married with 5 children and lives in Northern, NJ.  He served for over 10 years as trustee for his lake association.  Joe is passionate at giving back and volunteers his time with Baking Memories 4 Kids, Inc. where he runs commercial ovens 3 weekends a year to raise money to send terminally ill children and their families for an all-expense paid trip to a Disney.  He is also an active contributor to St. Jude’s Children’s Hospital, Down Syndrome Research, and participates in Basket Brigades, packaging and delivering Thanksgiving Dinner to those in need.    

Kevin joined Flynn Financial Partners(F2) in November 2020 as a senior leader on the Private Wealth Management Team. As Partner, he’ll bring his 23 years of financial services experience to expand F2’s Wealth Management presence. 

Kevin takes a genuine interest in the personal and financial needs of his clients by working together with them to cultivate enduring relationships. His unwavering commitment to assessing market and lifestyle risks and how they can impact one’s objectives is the primary tenet of Kevin’s practice. Goal-oriented analysis, coordination, and execution are provided for investments, retirement planning, risk management, tax minimization strategies, trusts, and estate planning.

Prior to joining F2, Kevin was a Wealth Management Advisor at TIAA working with high-net-worth families providing comprehensive financial planning and investment services. Kevin spent 16 years in NYC, London, and Hong Kong as a Trader for UBS and JP Morgan specializing in international investments for institutional and sophisticated clients.

Continuing education is a priority for Kevin. He holds the Certified Financial Planning (CFP®), Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA) designations. In addition, he holds FINRA Series 7 held with LPL Financial and 65 held with Private Advisor Group.  He maintains life, health, and variable annuities product licenses. He received his B.A. in Economics from Binghamton University.

Kevin lives in Rye, NY with his wife, three children, and two dogs.  In his free time, Kevin enjoys exercising, cooking, and spending time with family and friends.  He also collaborates the with The Common Cents program to provide financial literacy education to pre-college teens.  The purpose of this program is to teach its participants personal finance, investing basics, and entrepreneurship practices.

John Clancy has been working with his clients in the insurance industry for over 29 years. He began his insurance career in 1991 working with Prudential Insurance Company in Ridgewood NJ. He has also held senior positions at Chase Insurance Agency and HSBC Insurance Agency. While at HSBC Insurance Services John worked in the Private Bank, Commercial Middle Market, and Governmental Banking Group offering consultative services for their municipal clients. The clients were located primarily up and down the east coast with the concentration from Massachusetts down through Virginia. It was in 2007 that John joined Flynn Financial Partners Ltd. as an Insurance Specialist. It was also in 2007 that John established Trinity Benefits LLC. Trinity Benefits LLC concentrates on Employee and Executive Benefits. John’s licenses include: Life and Health, Property and Casualty, Excess/Surplus Lines. John belongs to NALU (The National Association of Life Underwriters and to NAHU (National Association of Health Underwriters). John attended Rutgers College in New Brunswick NJ where he graduated in 1991 with a Bachelor of Arts in Economics. He lives in North Jersey, is married, and has 2 sons.

Jimmy joined Flynn Financial in June 2020 as an associate on the Retirement Team. As an associate, Jimmy is dedicated to supporting our client’s retirement needs through collaboration with the Flynn Financial Team and the vendors we do business with. He is goal-oriented and always striving for the next challenge. Since joining Flynn Financial, he has completed the Securities Industries Essentials exam along with the Series 7 held with LPL Financial. He currently has his sights set on the Series 66 and the CPFA exams for the near future.  

Jimmy values the family-oriented environment Flynn Financial provides as well as the opportunity to help people in any way he can. Some of his interests outside of the workplace are spending time with friends & family and watching sports. He also enjoys volunteering for the charity BakingMemories4Kids, which helps send children with life threatening illnesses on an all-expense paid trip of a lifetime to Disney World with their families.

Prior to joining Flynn Financial, he graduated Summa Cum Laude from SUNY Binghamton’s School of Management in May 2020, with a concentration in finance and management information systems. While studying finance and MIS he developed an interest in the finance industry and is now beginning his career at Flynn Financial with great drive and enthusiasm.

Jimmy is very excited to be at Flynn Financial, matching his values with his career path. He looks forward to all the challenges yet to come and all the great times that are around the corner.