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.

Favorite Quote

“Always do right. This will gratify some people and astonish the rest.” – Mark Twain

Written By Mark

18 is the Magic Number
I Can Now Use My 529 Plan for My 6th Grader?
How to Prepay Your Property Tax Bill

Education

DePaul University, Financial Planning Certificate Program

BS in PR/Advertising, Bradley University

Professional Designations

CERTIFIED FINANCIAL PLANNER™

Vishaal Tummala

Wealth Associate

Jill Kaz, CFP®

Financial Planner

Kathy Klein, CFP®

Wealth Advisor

Barry Spitzer

Business Development

Whitney Beswick

Operations Associate

Lee Ford

Manager of Operations & Client Service

Ben Smith, CFP®

Wealth Advisor

Toni Bregenzer

Manager of Risk & Client Service

Betsy Wellington

Client Service Administrator

Marcie Nach, CFP®

Financial Planner

Michele Turner

Client Service Administrator

Kurtis Fluck

Investment Operations Analyst

Jaclyn Simon

Client Service Administrator

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Gabrielle Wagor

Receptionist & Administrative Assistant

Lauren Ross

Investment Operations Analyst

Brian Wendt

Client Service Administrator

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Tom Buhrmann, CIMA®

Wealth Advisor

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Lindsay Pflug

Manager of Training & Process Development

Dennis Barron

Marketing & Communications Coordinator

Joanna Hurley

Receptionist

Adam Rudolph, CFP®

Associate Wealth Advisor

Jarodd White

Wealth Associate