Mark has more than 35 years of experience delivering investment advisory services to a wide variety of clients, including institutions, individuals and businesses of all sizes. He skillfully offers sound financial advice in even the most complex investment situations to help clients plan for and protect their present and future investments. Mark also has years of proven executive management experience guiding financial advisory teams.

As leader of Schenck Investment Solutions, Mark provides strategic direction for the team as they work closely with the firm’s retirement planning, estate & wealth succession, and private tax professionals to provide clients with an integrated approach to their financial security needs. In offering cohesive, full-service wealth advisory services, the team creates a more complete financial solution for clients.

Prior to joining Schenck, Mark served as senior vice president, national sales manager at Johnson Financial Group in Wisconsin and Arizona. He also spent a number of years as president of Midwest Central States Wealth Management with M&I Wealth Management, a part of BMO Financial Group.

Accomplishments

  • Led wealth management team and grew personal trust business by 15% in two years

Education

Silver Lake College, BS, Business Administration & Mathematics

Professional memberships

  • Association for Investment Management and Research
  • Milwaukee Investment Analysts Society

Community involvement

  • Silver Lake College, Board of Trustees
  • Gamerosity–Wisconsin, Treasurer

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