Professional

My Mission

My mission is to help clients gain clarity, purpose and confidence in their financial decisions. Similar to the mission of Northwestern Mutual, I emphasize doing the right thing for the client every time. I listen, break down the complex issues into manageable tangibles, follow through to the end and always do the right thing -- just as I would do for my own family if faced with a similar situation. When I spend time helping clients define their goals and dreams, I know I have provide value as together we develop solutions to achieve those dreams. Let me help you secure your financial future.

"Consistency is the best word that describes Mark. He adds immense value to the clients he serves. In remaining consistent and dedicated in his work, he has achieved much success. I am honored to work with Mark, and I have great confidence in the work that he does & his service to clients."
-Ryan Kramer, Managing Partner

Overview

As a wealth management advisor for the Northwestern Mutual Wealth Management Company, my career path has been rooted in a desire to provide sound, thoughtful guidance in the form of a personalized comprehensive financial plan. I work to develop personal relationships with each clients & their families. When I make a recommendation, it is because I truly believe it is the right recommendation to make.

I strive to consistently make decisions based on the personalized, individual best interest and long-term view of the personal situation of each client. Whether it be your business, family or the legacy they want to survive you, I am committed to being a trusted and authentic guide for your financial journey.

Client Appreciation

I love to show my appreciation for my clients by offering unique and exciting events to experience with them throughout the year.

 

Designations and Licensing

I graduated from Carthage College in Wisconsin with a bachelors degree in Accounting and Business Administration, and began with Northwestern Mutual in 2000. I went on to earn my Chartered Life Unerwriter® designation; the insurance profession's oldest standard of excellence launched in 1927. During my financial services career, I have earned several awards including the Life Impact Award and the National Association of Insurance and Financial Advisors, NAIFA® National Quality Award. I am also a lifelong member of the Million Dollar Round Table, which is a milestone achieved after ten years in the association. Million Dollar Round Table is an elite association in which financial representatives are able to join based on several production requirements. My additional licenses include Series 6 and 63 Financial Securities Licenses.

Achievements and Honors

For the last few years, I have had the privilege and honor to attend an annual meeting with the top performing advisors in Northwestern Mutual. This meeting helps to combine the best practices and updates on our company as well as the financial services industry. In order to qualify to attend this meeting, advisors must achieve high production standards and perform at a high level consistently.

Awards and Recognition

  • Million Dollar Round Table Qualifying Member 2003-2011
    • MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
  • Million Dollar Round Table Qualifying/Life Member 2012-2014, 2017-2019, 2021-2022
    • MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
  • National Association of Insurance and Financial Advisors Quality Award 2011-2015
    • Award recognizing commitment to excellence in service to clients and industry
  • National Quality Award 2003-2010
    • Award recognizing persistency and performance
  • National Sales Achievement Award 2003-2010
    • Award recognizing performance

Personal

My wife, Diane, and I have been married since 2006 and are proud residents of Naperville. We are active members of the community and volunteer at the park district, Saints Peter and Paul Catholic Church and our children’s schools.

Our three kids Addison, Aubrey & Ayden keep us very busy and spending quality time with my family is something very important to me. As someone who played college baseball, I enjoy having the opportunity to coach my children’s soccer and baseball teams. I am also passionate about giving back and supporting Alex’s Lemonade Stand Foundation and Feed My Starving Children.

The love I have for my family has transpired into the work that I do every day. I approach each meeting with care and compassion because I know of the impact that financial security can have on other families.

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Visit partner website

Alex's Lemonade Stand logo

SS Peter and Paul Catholic Church

My family and I are parishioners at SS Peter and Paul Catholic Church in Naperville. My faith is a very important aspect of my life, and I feel it is imperative that I take time to thank God for the life and career I have achieved.

Feed My Starving Children

Feed My Starving Children is a non-profit organization that provides meal for malnourished children throughout the world. My team and I are committed to aiding in the futures of children and families not only in our own communities, but also throughout the world. As a regular donor and volunteer for this organization, meals are successfully shipped to nearly 70 countries around the world.

Feed My Starving Children

Ronald McDonald House

Childhood cancer is something that no family should ever have to endure. That is why my team and I are dedicated to funding an end to this terrible disease. By sponsoring Ronald McDonald House, we are able to make just a small impact on the lives of the brave children battling cancer, along with their families. We volunteer to cook meals for the families, and donate food and toys as well.

Ronald McDonald House

Make A Wag

Make A Wag’s primary purpose is to provide financial assistance for elderly pet owners who are facing financial and emotional hardship due to unexpected and/or emergency veterinary care for their animal companions.

Make a Wag.org - Charitable Fund for Elderly Pet Care

Naperville Park District

I always opt in to volunteer for one of my kids' sports teams when they were in Naperville Park District soccer or baseball programs. I love being part of my community and being able to spend time with my children while doing so. Sports has taught me so much in life and I love seeing it through their eyes from a different perspective the lessons they continue to learn through their experiences.

Naperville Park District

ESP Baseball

My love of baseball is deepened even more through this organization that allows me to coach and mentor a fantastic group of players in travel baseball. I love being able to give back through coaching and volunteering my time on and off the field helping these young gentlemen learn to love and appreciate the game.

ESP Baseball -  Elite Sports Performance

Here are my areas of expertise

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning for Physicians & Dentists

Multigenerational Planning

Estate Planning

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline