Mark Lindloff, CFP®
Mark’s first priority is helping you reach your financial goals and maintaining your lifestyle throughout retirement. . Mark splits his time between KY, OH, and IN to make meetings convenient for his clients. Mark prides himself on delivering the professional, personalized service you need to make informed decisions about your financial future. By getting to know his clients’ needs and wants well, Mark is able to develop a strategy designed to pursue specific financial objectives. Mark’s expertise centers around providing in depth financial analysis and customized investment plans, as well as high level assessments of estates, so that sound decisions can be made for important life events such as living the retirement lifestyle desired, legacy planning, or being charitably minded.
Mark is a CERTIFIED FINANCIAL PLANNERTM professional (CFP), and holds his CRPC designation and FINRA Series 6, 7, 63, and 66 registrations.
Outside of work, Mark enjoys spending time with his wife, family, friends, and watching his kids compete in their sports.