Our People

Mark S. Crowe

President/Investment Advisor Representative

With more than 20 years of business experience and a successful position with a Fortune 500 Wall Street investment firm, Mark pursued the opportunity to become an independent representative and established his own Registered Investment Advisor - the Crowe Financial Group.

Mark began his career as an investment representative in 1987. He is Series 7, Series 63 registered and is a certified Estate Planning Specialist.

Mark is an active member of the Batavia Rotary Club (2003-2004 President), Business Advisory Council, Financial Services Institute, Hartford Leadership Council, Masons, Million Dollar Round Table (MDRT), National Association of Insurance and Financial Advisors (NAIFA), Shriner's Escort Unit and the Syrian Shrine. He also is a recipient of the 2003 Ohio Businessman of the Year Award. Mark holds a business degree from the University of Cincinnati and is a lifelong resident of the state of Ohio.

 

James L. Crowe

Research Analyst


James has developed a talent for stock research. In the spring of 2007 he finished the CNBC Million Dollar Portfolio Challenge in the top four percent.



He is diligent about watching the market for holdings that might be undervalued and looking for opportunities to capitalize on the market.



He earned a bachelor of science degree from Wright State University. James currently serves on the Highland County Advisory Board for Big Brothers Big Sisters of South Central Ohio and is an active member of the Hillsboro Rotary Club, Christian Business Network, and Wright State University Business Alumni Association.


 


Haley Vogtli


Office Manager


 


Haley began working for Crowe Financial Group in 2017. She is a graduate of Whiteoak High School and is currently attending Southern State Community College.