Mark Weil

Mark Weil, CFP®

Wealth Advisor

Over 20 years of trading, investing and managing risk, Mark has developed an ever increasing passion for helping others preserve and grow what they have worked so hard to acquire.

Mark sat on the client side of the client-advisor relationship for many years. From that viewpoint, Mark holds himself to an exceptional standard of client service.  He develops relationships based on transparency and trust.  The level of confidence each client places in him as their selected advisor, and the accompanying fiduciary responsibility, is of utmost importance to Mark.  His priority is to select strategies based on what is right for each client’s unique situation. Mark’s motivation is to bring comfort to clients by helping them realize that a caring, insightful professional is looking out for their best interests.

Prior to advising clients, Mark spent many years trading his own capital in the pits of the Chicago Mercantile Exchange, as well as mentoring a number of young traders. He has taken his disciplined approach to managing risk and has applied it to other investments and endeavors. These experiences inspired Mark’s mantra of “discipline, discipline, discipline.” On the road to responsible wealth growth and preservation, it’s a mantra that stresses the importance of not just developing—but sticking to—thoughtful, long-term plans.

Out of the office, Mark enjoys spending time with his wife and two daughters. He coaches his daughters in softball and soccer, travels with his family and stays active by playing golf, hockey and softball.

Education

DePaul University, Financial Planning Certificate Program

BS in PR/Advertising, Bradley University

Professional Designations

CERTIFIED FINANCIAL PLANNER™

Jenny Jesse

Client Service Administrator

Dennis Barron

Marketing & Communications Coordinator

Jaclyn Simon

Co-Manager, Client Service

Whitney Beswick

Operations Associate

Lindsay Pflug

Manager of Training & Process Development

Michele Turner

Client Service Administrator

Joseph Thompson

Associate Wealth Advisor

Lee Ford

Information Technology Manager

Kathy Klein, CFP®

Wealth Advisor

Adam Rudolph, CFP®

Associate Wealth Advisor

John Mariscalco, CFA®

Associate Wealth Advisor

Cory Rappaport, CPA

Associate Wealth Advisor

Joanna Hurley

Receptionist & Administrative Assistant

Betsy Wellington

Client Service Administrator

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Lauren Ross

Manager of Investment Operations

Brian Wendt

Co-Manager, Client Service

William M. Perry, CFP®

Senior Wealth Advisor

Wendy Sabul-Mintzer

Operations Associate

Vishaal Tummala, CFP®

Wealth Associate

Mary Berman

Client Service Administrator

Jill Kaz, CFP®

Financial Planner

Andrew Cohn, AIF®

Retirement Plan Advisor

Gabrielle Wagor

Receptionist & Marketing/Events Associate

Toni Bregenzer

Risk and Compliance Manager

Marcie Nach, CFP®

Financial Planner