Mark is dedicated to helping clients achieve their financial goals while simultaneously building wealth with confidence. Whether you’re planning for retirement, saving for education, or managing your wealth, Mark offers a highly personalized and proactive approach with an eye on long-term success when it comes to what matters to you and your family.
Mark graduated from Illinois State University in 2019 and holds both a Series 7 and Series 66 license.
Mark also holds the Certified Plan Fiduciary Advisor® (CPFA®) designation, reflecting advanced training in retirement plan fiduciary standards, ERISA compliance, and prudent plan governance. This credential reinforces his commitment to helping business owners and plan participants make informed decisions that protect assets, reduce fiduciary risk, and improve long-term retirement outcomes.
Mark resides in Plainfield where he lives with his wife, Jeni, who is a dedicated elementary school teacher. They have just welcomed their first child into the family at the beginning of 2025 – Sienna Grace Pomeroy, a beautiful baby girl. Mark enjoys staying active – whether it is taking walks with his wife and daughter or playing in a weekly softball league. He also enjoys watching football and spending time with his two brothers and sister.