Amerity Financial Executives

Mark Wells
Chief Executive Officer and Principal
Memeber of the Board

With over 20 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 31 years to his wonderful wife Sherry. Together, they have two sons, both married, and one grandson. For over 25 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 and Finance 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. None of which has lost one dime in the Stock Market. He became a member of the International Association of Financial Planning (IAFP) in 1995 and has continued to be recognized as a leader in the financial services industry.

He is a successful business man who, twenty years ago began helping his clients make money and advising them to get out of the stock market in early 2000 before the market started to dive and once again in the fall of 2007, warning all who would listen of the coming crash of the real estate market. His message: protect your retirement savings, not to listen to the mainstream media, and take control of your financial independence and stay out of the Stock Market with funds earmarked for retirement. "The losses hurt you more than the gains help you once you near retirement."

Paul has worked with thousands of people and their unique situations for over 20 years and kept them safe! He has spent more than 8,000 hours in meetings with Seniors and Baby Boomers throughout his 20-year career. Paul is a prolific educator, writing some of the most insightful and sought-after industry articles by chronicling his experiences with more than 4,000 client appointments. Paul has been recognized by numerous financial institutions as one of their top Financial Professionals and has earned many awards throughout his career.

With a reputation for being honest and ethical he focuses his career with an emphasis on preservation of principal, wealth management, tax reduction strategies, and income planning.

Paul leads a team that is responsible for the service and support for Amerity Financial Professionals and their staff. These responsibilities include the research of Financial Institutions, new investment product development research, operations, information technology, retirement planning, estate planning, tax planning strategies and the development, implementation and monitoring of investment solutions for clients of t

 


John Craft
Memeber 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.