Mark is the newest member to join True North Retirement Partners with 17 years in the financial services industry. Before joining the team, he was a Wealth Strategist at BMO Wealth Management, specializing in Retirement Planning, Income Tax Strategies, Estate Planning, Investment Solutions, and Insurance Needs. Mark is committed to fostering positive, lasting relationships, and helping individuals and families confidently navigate the many stages of their financial journey. He believes in a client-centered approach, with a strong emphasis on financial planning and a commitment to understanding each client’s distinct goals and objectives. This perspective allows Mark to help create personalized roadmaps to guide clients towards their financial aspirations.
Mark holds his Certified Financial Planner® certificate and his Life and Health Insurance licenses in Illinois. He earned his bachelor’s degrees in accounting and finance from University of Illinois at Chicago.
Mark grew up on a small farm in Illinois and now reside in Wicker Park, Chicago with his wife and young son. When not in the office, he enjoys tackling DIY house projects, cultivating his garden, and playing golf with family and friends.
