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Our process includes working with high-caliber advisors and their clients to design and source the best possible financing structure for their specific needs.

Our approach brings a full-service partnership to the life insurance lending industry.

We commit 100% of our team’s intellectual capital to every transaction to ensure the best outcomes for our partners.

Not only do we team up with advisors for the long-term, but we also do our utmost to set up their clients for long-term success.

Mark Goodman

Mark has consulted for Carlyle Group and investment banking firms of Goldman and Sachs, Deutsche Bank, Credit Suisse, J.P. Morgan, and many others building premium financing models for the past 25 years.

           

Featured speaker and author of numerous published articles on advanced estate planning and tax reduction, he has co-authored the book Estate Planning for the 21st Century. Mark is a lifetime member of the Million Dollar Round Table and a lifetime member of Top of the Table, a distinction earned by, only, the top 450 financial planners in the world. In addition, he is a member of both the National Council of Certified Estate Planners and the International Association of Financial Planners.

           

Mark is the principal of 5th Avenue Solutions with offices in Naples, Ashville, Dallas, and New York.  He and his team have developed an attractive model for financing large life insurance policies utilizing liquid and illiquid assets with little or no out-of-pocket expense.  Their client base includes some of America’s wealthiest families, Fortune 500 companies, privately held corporations, and charitable foundations.

           

Mark and his wife Dustin reside in Naples, Florida with their children Jamie and Emma, and their puppy, Oliver

Jason Montgomery

Jason started his career in 1995 in the trading pits of Chicago, where he owned multiple seats at The Chicago Mercantile Exchange (CME). He started trading Foreign Currency Options and expanded into Equities, Interest Rate, and Eurodollar options. Jason used leverage on a daily basis to manage risk while trading multiple positions amongst many commodities for over two decades. 

 

In 2013, he and his family moved to Naples, Florida.  While in Naples, he was introduced to Mark Goodman, a leader in the Premium Finance arena. Together they formed a partnership in 2019 dedicated to Premium Finance in Naples, Florida.

 

Jason lives in Estero, Florida with his four kids. Abraham (22), Ethan (19), Avery (19), and Juliana (10). Jason loves spending as much time with his kids and anything that has to do with philanthropy.

Mark Silvers

Mark Silvers graduated Magna Cum Laude from the University of South Carolina in 2009. That year, he was the University Male Athlete of the Year and received an SEC Scholar-Athlete of the Year for Men’s Golf. Over the last ten years, playing professional golf has afforded him many opportunities to valuable business and life lessons. Mark stated, “As an entrepreneur and CEO of my own small business, I was responsible for all aspects of my career including operations, finance, and marketing. In that role, I had the opportunity to interact with many individuals, especially in the business world. These experiences and interactions over the past ten years have positioned me to aggressively create value for a business, large or small.”

 

In addition to his finance background, Mark is also licensed by the State of Georgia for insurance in life and health.

 

Mark was a winner of 15 professional events in 2011, a PGA Tour Canada winner, and a Web.com Tour member from 2013-2016. He also competed in 2 US Open Championships. Mark currently resides in Savannah, Georgia, where he enjoys devoting time to local junior golf programs, playing golf, and is an avid pickleball player.

Monica Simon

Monica’s 20-year experience with premier investment banks is an invaluable asset to her clients.  Over the course of her Wall Street career, Monica developed expertise in institutional sales & trading, business development, strategic marketing, capital raise and wealth management. 

 

Early on in her career at Morgan Stanley, she was an original member of their Electronic Trading team, delivering custom trading & risk management solutions to well-known hedge funds, pension funds, asset management firms.  She was recruited to Bank of America Merrill Lynch as a chief architect who restructured their trading platform and drove revenues.   The Head of Equity division appointed her to a COO role, where she earned the Managing Director title for her overall impact on the Equity division.  Monica worked with Nomura as a global liaison to expand their platform in the Americas.

 

In 2014, Monica relocated to Miami, where she immersed herself in the entrepreneurial start-up community, working with venture capital firms, private equity groups, and angel investors to identify early-stage growth companies for capital raise.  She understands entrepreneurs and how their passion for results will impact the local community.  

 

Monica leveraged her skillsets to transition into wealth management working for several Family Office groups and J.P. Morgan.  Monica is known for her relentless advocacy for her clients and taking care of what matters most to them.  Her extensive network of professionals and strong relationships allow her to connect clients with the ideal experts to help solve their financial problems. 

 

Monica is a sports enthusiast.  She enjoys playing golf, tennis, fitness, boxing, photography, being a life coach, mentor, world traveler, and takes pride in being the best aunt and an amazing sister.

Kimberlee Elliott

Kimberlee Elliott moved to Naples, Florida from Pennsylvania in 2004. She received her bachelor's degree in 2014 from Florida Gulf Coast University, where she studied Education. She proudly joined the 5th Avenue Solutions team in March of 2020.

 

Kimberlee is very well-organized, extremely detail oriented and passionate about every task. She is responsible for overseeing and directing all company activities, advisors, and client relations pertaining to case management and administrative protocol.

 

There is no task too large or too small, she always finds ways to complete them all efficiently as the Director of Operations. In addition, Kimberlee is also licensed by the State of Florida for insurance in life and health. In her free time, Kimberlee enjoys working out, traveling, and experiencing new adventures.

Max Mediavilla

As a graduate of Quinnipiac University 2020 and a master's in finance in 2021, Max developed an interest in how to plan, accumulate and maintain wealth for clients.

 

He then completed an internship at Morgan Stanley in 2017 working with a team that trades futures. During Max's time at Morgan Stanley, he helped facilitate day-to-day tasks while learning the platform.  Max enjoyed learning about a very niche futures market and loved the process of helping their clients achieve their financial goals. 

 

In 2019 Max completed an internship with Excel Sport's Management. At Excel Max worked with a marketing group focused on Jersey Patch and Naming Rights Sales for professional sports teams. Max enjoyed learning from top sports agents in the industry how they help their athletes secure their financial futures.   

 

Finally, at 5th Avenue Solutions he has led a team that specialized in advanced planning for the UHN worth focusing on premium finance and private placement life insurance – especially the design and implementation of a trademarked solution named VRDO – Variable Rate Debt Obligations. This concept allows clients to use a “collateral based” funding approach when purchasing significant amount of life insurance utilizing various assets classes as pledges for the banking loan.

 

On a personal level, Max enjoys connecting with clients with their estate planning strategy and wealth retention. By doing so, he can better keep his focus on creating a “streamlined” succession plan for them and their family.

 

In Max's free time he enjoys going to Mets games and is an avid reader. 

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Noah Glass

Noah Glass joined the 5th Avenue Solutions team as an Associate in 2022 after graduating from Florida International University's College of Business.

 

Over the course of his studies, he sat on the board of the Phoenician Investment Fund, a student-run business organization dedicated to the success of other FIU Business students. During his junior year, he completed an internship in UBS's Wealth Management arm.

 

Noah's passions for finance and helping others succeed is what drives him to bring his best self every day. In his free time, he is passionate about physical fitness and an avid musician, playing the bass guitar.

Michael Sakich

Michael is a senior at the University of Alabama majoring in Finance with a minor in real estate and concentration in value investing. 

 

Michael will be an inaugural member in University of Alabama's first student real estate investment fund (SREIF).  He has 7+ years of experience in multi-family real estate.  He has also found a new passion for financial modeling and business analysis.

 

Michael is looking forward to interning with 5th Avenue Solutions and learning more about their innovative premium finance structure.

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