Welcome Bob & Helen Coleman!
We are pleased to formally announce that Bob & Helen Coleman have joined teams with Matt Rzepka and the staff at Valley Oak. Bob & Matt have been working alongside each other for the past two years to help their clients grow and protect their wealth.
Bob & Helen have worked as a couple since their wedding in 1971. Over the next few years, they will be making the transition into retirement after a long and fulfilling career. This transition will begin with reduced office hours for Bob. He will be out of the office on Mondays & Fridays, and any questions or concerns will be handled by members of the Valley Oak staff.
With this new partnership also comes a new location. Valley Oak now has two offices:
6011 Stadium Drive 2632 S 11th Street
Kalamazoo, MI 49009 Kalamazoo, MI 49009
Matthew Rzepka Achieves Membership in MDRT
MDRT membership is exclusive to world’s leading financial professionals
Valley Oak is proud to announce that Matt Rzepka has qualified for membership in the Million Dollar Round Table (MDRT)! Matt is a 3-year member of MDRT. Attaining membership in MDRT is a distinguishing career milestone. It requires Matt to adhere to a strict Code of Ethics, focus on providing top-notch client service and continue to grow professionally through involvement in at least one other industry association.
“MDRT provides a unique mix of networking and resources to help members broaden their expertise, grow their businesses and educate clients about the importance of financial planning,” said MDRT President Mark J. Hanna, CLU, ChFC. “MDRT is committed to delivering innovative ideas and connecting members so they can share best practices in order to maintain high professional and ethical standards.”
MDRT also offers continuing education opportunities, provides informative and inspirational meetings, and encourages members to support community and charitable involvement through the MDRT Foundation.
Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 49,500 of the world's leading life insurance and financial services professionals from more than 500 companies in 70 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.
Disclosure: Honorees of Million Dollar Round Table must achieve a sales goal predetermined by the MDRT organization and maintain this level throughout the course of one year. Qualified individuals must pay a membership fee in order to participate. Sales amounts are independently verified by the MDRT organization through certifying letters. Qualification for recognition is based on the amount of premium/commission dollars produced over the previous year. This recognition is not representative of any investment performance or returns.