Mark Guilliatt

Mark Guilliatt is the founder of our firm and a dedicated financial advisor with over 25 years of experience in the financial services industry. His mission is to help individuals make informed and effective retirement decisions tailored to their unique circumstances. Mark believes in prioritizing clients' needs and offers personalized recommendations that align with each client's retirement philosophy.

Mark holds a bachelor's degree from Wartburg College and a master's degree in financial services from the Institute of Business and Finance. He is a Certified Financial Planner (CFP) professional and has completed several industry designations, including the Chartered Financial Consultant (ChFC) and the Chartered Advisor for Senior Living (CASL) programs from the American College.

In addition to his advisory role, Mark shares his extensive knowledge as an adjunct professor at Midland University and through various public speaking engagements and continuing education programs for the community.

Your retirement needs are unique, and Mark Guilliatt is committed to ensuring that your retirement plan is customized to fit your personal goals and philosophy.