New Director to Join Nationwide Wholesaling Team

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Michael Yopko Makes Transition to WealthVest Marketing

WealthVest Marketing announced today that Michael Yopko will be joining their team as regional director, serving financial agents and advisors in the Midwestern United States.

Yopko began his career in Florida in 1986 as a registered representative, selling stocks, bonds, mutual funds, and other advanced investment vehicles. Over the next 16 years, he came to take on roles such as branch manager, trading supervisor, and regional sales director at various companies. Michael has served as a divisional vice president, regional vice president, and divisional sales manager. During his time in these positions, Yopko received many awards and accomplished considerable feats, including increasing sales by 300% in the first year, bringing a region into the top three in overall annuity sales, and leading a division to exceed sales of $375 million in one year.

Yopko’s extensive experience has given him a strong track record in sales and sales management. His proven success in leading, selling, and relationship building are promising attributes that will likely lead to success with WealthVest.

“Michael will be an integral member of our fourth sales team here at WealthVest Marketing,” commented Wade Dokken, President of WealthVest Marketing, “and we are very excited to further develop both our product relationships and advisor relationships in the United States.”

Yopko graduated from Malone College in Canton and later completed University of Pennsylvania Wharton Retirement Income Planning Certification Program. He has licenses in NASD Series 7, 63, and State of Ohio Life, Health, and Variable. Yopko currently resides in Westerville, OH. WealthVest Marketing is looking forward to the potential of this partnership.

WealthVest Marketing is a financial services distribution firm specializing in high-quality fixed and indexed insurance and retirement savings products from top carriers. WealthVest designs, markets, and distributes these essential products throughout the nation. WealthVest’s focus is on creating product with the highest consumer value.

WealthVest was founded in 2009 by former CEO of American Skandia, Wade Dokken, and former CEO of Hartford Life Limited, Europe, Lincoln Collins. From the beginning, the company has provided financial professionals with exceptional field and phone support, effective sales training materials, thorough coaching, and the highest quality product.

The company possesses three sales teams: a field wholesaling team dedicated to banks and broker-dealers, a field team dedicated to independent advisors, and a Bozeman-based sales team focused on all agents and advisors. WealthVest has relationships with over 130 banks and broker-dealers around the United States, more than 100 committed professionals on their team, and over $1 billion in sales to date.

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Hannah Matro
WealthVest Marketing
877.595.9325 Ext: 203
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