Our Expert Team
Joe MingFounder & President
Joe has been a shareholder & executive in a number of retailer businesses. He also worked for Fortune 200 Company, AON Corp. His experience in financial companies involved insurance, mortgage, & real estate.
Mark GabhartFounder & Chief Financial Strategist
Mark was the former Head Securities Trader for arguably the most successful hedge fund in Wall Street history, Citadel. He was also the lead instructor at the worlds largest financial academy & worked in private equity as well.Always Seeking Partnerships
If you're a CPA, Tax Attorney, Money Manage, or Trust Attorney, we'll bring our pedigrees and our experience to add value to your team to attain and attract clients.
West Coast Swiss Group History
Joe and Mark's grandfathers and grandmothers and even their parents knew each other many generations ago. "Marky" played the piano in the Swiss Band when he was little and "Joey" wrestled at the Swiss Festivals. Their moms were very close and danced at all the festivals. Besides the food, fun, and family, Marky and Joey were the entertainment for the Swiss. Both Marky and Joey's families were heavily invested in the Swiss Community when Mark and Joe were both in a wedding and became linked forever as a family member of Mark's and a friend of Joe's were married. After that, Mark went to Wall Street for many years and Joe built a number of companies. In 2016, Mark's mom Shirley pushed the two to reunite and West Coast Swiss Group was formed.2017
Company Founded
2019
Moved to Capitol Mall Drive in the Financial District
2020
Expanded financial services from doctors, engineers and attorneys to C-Level Executives and Manufacturing/Industrial Corporations
2021
Began forming partnerships with CPAs, Trust Attorneys and Tax Attorneys
2022
Consulted farmers regarding legacy planning and PPLI carve-out strategies
2023
Endorsed by 5000 Member Law Enforcement Organization
2024
Opened up our Non-Profit and Company-wide 401k-plan Replacement Strategies
Note:
Our revenue projections are on track to triple from 2023 and are predicting that we will capture between $20-30 million in portfolio value in 2024.