Helping individuals and institutions to realize their financial goals is Mark’s passion. He has dedicated his career to working with clients to assist them in navigating the increasingly complex array of options in order to create a clear yet strategic course of action that makes the most sense for them.
Mark is a true financial professional, having worked in the industry for more than 29 years as both an investment advisor and financial planner. Prior to joining Stock Yards, Mark was a managing director at a premier bank in Chicago and was a financial planner at the largest investment advisory firm in Louisville. His specialties include healthcare, retirement planning and life stages counseling. A graduate of Indiana University/Bloomington and Cannon Financial Institute Trust School, Mark is a CERTIFIED FINANCIAL PLANNER™, and is KY Health and Life Insurance licensed.
Certified Financial Planner Board of Standards Inc. owns these certification marks in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.