Meet the Team
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Ed Rusnak, MBA
About Edward Rusnak
“Our goal is to help successful business owners, real estate owners, executives, professionals and individuals achieve their financial goals and lifetime dreams. We do this by creating comprehensive financial plans and implementing solutions that meet their unique family needs and objectives”- Edward C. Rusnak, MBA
A Business Intelligence Institute1 member within Osaic Wealth, Ed has counseled high net worth individuals, families and business owners in areas of retirement planning, investment planning and asset management, estate planning strategies, charitable gifting and business owner planning. He works with his client’s attorneys, accountants and other advisors implementing strategies that help to achieve their goals in the most tax efficient and cost-effective manner. As a member of CLC Inc. and the Association of Financial Educators, he is a sought-after speaker on various financial planning topics.
About Farm Legacy Advisors
Farm Legacy Advisors are estate and succession planning specialists skilled in utilizing strategies designed to protect one’s land, business and legacy while minimizing tax consequences and inheritance issues. Our team is driven by a focus and a passionate commitment to protect and serve our nation’s agribusiness market. We are also a proud member of Osaic’s Agribusiness Services group – a select group of dedicated financial planning professionals across the country who possess advanced technical skills to address the specific needs of agribusiness clients and their families.
1The Business Intelligence Institute is an Osaic FA initiative focusing on business succession strategies.
Mark L. Sherin, CFP®, CLU, CBEC
(818) 540-6946
About Mark L. Sherin
Mark is a partner of Farm Legacy Advisors. He entered the financial services industry
in 1989 and joined Osaic Wealth (formerly Lincoln Financial Advisors) in 2001. Focusing
on business owners and other high net worth families, Mark helps his clients with
business transition planning, improve cash flows, save taxes as well as manage and
protect their assets.
He is an inaugural member of The Business Intelligence Institute, an Osaic Wealth
initiative focusing on business succession strategies. BII is focused on serving the
needs of closely-held business owners to help them grow, preserve, protect and
transfer their life's work. Only the most highly qualified advisors within Osaic Wealth are
invited to participate in this effort. Our mission is to use our holistic financial planning
process, culture and intellectual capital to help our entrepreneurial clients make
informed choices toward reaching their business and personal goals.
Mark is a past chairman of the board of Inclusion Matters by Shane's Inspiration,
a non-profit focused on inclusive play and reducing bias toward children with
disabilities. He has also served on various boards and committees for the YMCA and
a Waldorf school and can often be seen coaching youth basketball. Mark and his wife,
Karen, have two children and reside in Southern California.
About Farm Legacy Advisors
Farm Legacy Advisors are estate and succession planning specialists skilled in
utilizing strategies designed to protect one’s land, business and legacy while
minimizing tax consequences and inheritance issues. Our team is driven by a focus
and a passionate commitment to protect and serve our nation’s agribusiness
market. We are also a proud member of Osaic’s Agribusiness Services group – a
select group of dedicated financial planning professionals across the country who
possess advanced technical skills to address the specific needs of agribusiness
clients and their families.
Martin Johnson, CBEC
About Martin Johnson
Martin is a partner of Farm Legacy Advisors. Martin brings over 20 years of experience in educating business owners, affluent families, and agribusinesses about unique and innovative strategies to cultivate, protect and preserve their legacy.
By reviewing and coordinating work clients may have already done with another advisor, Martin can often identify missed opportunities or gaps.
By keeping abreast of the latest in tax law developments and strategies, Martin can educate clients about new planning techniques and current opportunities.
Martin is often consulted by attorneys, consultants, CPA’s and investment management professionals to provide wealth persevering planning ideas for their clients.
Martin is a member of the Financial Planning Association (FPA) and the National Association of Insurance Financial Advisors (NAIFA). He is a former member of the Adjunct Faculty in the Graduate School of Business at the Golden Gate University in San Francisco. He is an active member of the Diablo Valley Estate Planning Council. He is also a member of the Osaic FA’s prestigious The Resource Group*. He is a Certified Business Exit Consultant (CBEC). He also serves on the Board of Directors for Meals on Wheels of Contra Costa County California.
Martin lives in Northern California with his wife Trina. They enjoy traveling and spending time with their family.
About Farm Legacy Advisors
Farm Legacy Advisors are estate and succession planning specialists skilled in utilizing strategies designed to protect one’s land, business and legacy while minimizing tax consequences and inheritance issues. Our team is driven by a focus and a passionate commitment to protect and serve our nation’s agribusiness market. We are also a proud member of Osaic’s Agribusiness Services group – a select group of dedicated financial planning professionals across the country who possess advanced technical skills to address the specific needs of agribusiness clients and their families.
*The Resource Group (TRG) is an internal invitation-only, nationwide network of the top planners within Osaic FA.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.