Mark is a Vice President of Clayton Investment Associates with 35 years of experience in the Financial Services field. He has held the CERTIFIED FINANCIAL PLANNER™ designation since 2000, and has experience in asset allocation, retirement planning, estate planning, and post-retirement income management. Mark graduated from Benedictine College with a B.A. in Business Administration and received a Master’s in Finance from St. Louis University. Mark lives in Wildwood with his wife, Laurie.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP®, which it awards to individuals who successfully complete initial and ongoing certification requirements.