Mark has over 14 years of experience helping individuals and families, driven to help them understand the impact of their current financial situation on their future aspirations, resulting in the development of creative, customized strategies designed specifically to address their unique priorities. Mark’s ability to listen intently and distill complex data and concepts into more easily understood language and relevant ideas has made him a trusted advisor among the clients he serves, forming the basis for long and meaningful relationships supported by an insistence on exceptional customer service. In addition to his education and licensing, Mark has also been recognized as a Five Star Wealth Manager* by Chicago Magazine, and by Cambridge Who’s Who® Among Executives, Professionals and Entrepeneurs.
I am committed to providing high quality, innovative, and cost effective solutions, utilizing independent and objective judgement, always aligned with my clients' best interests.
Aside from his practice, Mark is interested in American history, politics, and music having played the Trumpet professionally; and he has endured being a Cubs fan his whole life. He is a product of the Midwest, born and raised in Aurora, now living in Oswego with his wife Donna after having raised seven children. Mark has been very involved in the community through his wife and children, as among the seven there have been two Eagle Scouts, six high school band members, and four high school athletes. Mark currently serves on the Board of Directors of Life’s Plan, Inc., a non-profit organization that provides Special Needs Trust access, charitable support encouraging self sufficiency for those with special needs, and an affiliate of the Ray Graham Association.
“In the book of life, the answers aren’t in the back.” Charles M Schulz – aka Charlie Brown
*The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets administered.
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies
- Special Care