ABOUT MBIA
Steady Guidance for Life’s Journey
Financial life is complex. Markets shift. Regulations change. Personal priorities evolve. At MBIA, we believe you should not have to manage that complexity alone.
Founded in 2010 as an independent Registered Investment Advisory firm, MBIA was built to provide comprehensive financial planning, disciplined investment management, and long-term wealth strategy under one roof.
Our role is not simply to manage portfolios. We serve as a strategic partner — often functioning as a personal CFO — bringing structure, oversight, and clarity to your entire financial picture.
While market conditions may change, our focus remains steady: aligning every financial decision with the life you want to build.
Our mission is simple: to serve as a trusted financial guide, bringing clarity and confidence even when markets are uncertain.
OUR PHILOSOPHY
Independence matters. As an independent Registered Investment Advisory firm, we provide objective advice free from product-driven incentives.
Our approach is grounded in disciplined strategy, thoughtful oversight, and long-term alignment with our clients’ goals.
We believe financial decisions should be structured, intentional, and aligned with what matters most — not reactive to headlines or short-term market noise.
your financial navigators
Meet Our Advisors
Meet the experienced advisors behind your financial strategy—explore their bios to find the right partner for your goals.
Michael W. Bain
CPA, CFP®, CIMA®
A graduate of the University of Cincinnati with a Bachelor's of Science in Accounting, a Certified Public Accountant, Certified Financial Planner TM practitioner and Certified Investment Management Analyst.
Email Mike or call (513) 324-2201
Kurt A. Marty
MBA, CPA, PFS
After attending Florida Southern College to play on the men's varsity golf team, Kurt earned a Bachelor's of Science in Accounting. He furthered his education at Xavier University located in Cincinnati, Ohio with a MBA Taxation Major.
Email Kurt or call (513) 602-1222
Lionel Bey
MBA
Lionel brings over 20 years of investment experience including his most recent role as Chief Investment Officer at Retirement Corporation of America (RCA), a Registered Investment Advisory firm with $500 million in assets under management. Prior to that role, he served as RCA’s Director of Investment Research and Portfolio Management. Lionel earned his undergraduate degree from Miami University and received his MBA in finance from Xavier University.
Email Lionel or call (513) 235-7814
Timothy A. Ginn
CPA, CFP®
Tim, a 1991 graduate of Indiana University Kelley School of Business, is a Certified Financial Planner (CFP®) and non-practicing CPA with over 27 years of experience in financial and investment planning for executives, physicians, and business owners. He began his career at Deloitte & Touche, later serving as a senior advisor at several financial planning firms. Tim is also active in his community, including involvement with the Ronald McDonald House of Indiana.
Email Tim or call (317) 457-1245.
Benj Bultema
Benj Bultema is a Junior Financial Advisor at MBIA Capital Advisors and is currently studying for his Certified Financial Planner (CFP®) Certification. He graduated from Butler University in 2024 with a Bachelor of Science in Finance and Risk Management & Insurance. Benj joined the MBIA team in 2025 and enjoys expanding his knowledge of financial planning while building lasting relationships with clients and industry professionals. Outside of work, Benj can be found golfing, playing hockey, spending time with friends, or doing other various activities outdoors.