Mark is a Certified Plan Fiduciary Advisor (CPFA) and has served as a financial adviser since 1999. He began his financial career in Rockford, Illinois where he still resides today. Prior to joining the Clear Perspective team, Mark was a previous owner and Vice President at Coyle-Kiley Insurance Agency. During his time at Coyle-Kiley, Mark was responsible for the company’s Wealth Management department, specializing in insurance and asset management. With a deep knowledge of both insurance sales and wealth management, Mark is definitively positioned to assist our clients with a range of needs.
Mark holds longstanding professional memberships with the National Association of Insurance & Financial Advisors (NAIFA), Finseca (previously known as the Association for Advanced Life Underwriting), and the National Association of Plan Advisors (NAPA).
Certified Plan Fiduciary Advisor (CPFA®)
CASA Winnebago County, Board Member
Million Dollar Round Table, Grant Program