Mark Wolter is a seasoned professional with over 30 years of dedicated service in the financial services industry. Armed with a degree in accounting from Eastern Illinois University, Mark’s expertise spans a wide array of financial domains, from investment management to risk assessment. Throughout his illustrious career, he has consistently demonstrated an unwavering commitment to excellence and integrity in all his endeavors.
Outside the office, Mark is deeply engaged in community initiatives, notably serving on the board for the Special Olympics Golf Outing. His passion for making a difference extends beyond finance, as he actively contributes to the betterment of society.
Family lies at the heart of Mark’s life. He is happily married to his wife, Colleen, for over 30 years and together they have raised four remarkable children. Mark’s dedication to his family mirrors his professional ethos – one of steadfast support, nurturing, and unwavering commitment.
When he’s not crunching numbers or advocating for causes close to his heart, Mark enjoys pursuing his hobbies, which include maintaining a fit and healthy lifestyle, indulging in enriching reads, and exploring the world through travel. These interests not only provide him with a well-rounded perspective but also fuel his creativity and passion for life.
Above all, Mark is driven by a relentless pursuit of customer satisfaction. Whether in the financial realm or within his personal life, he prioritizes understanding and meeting the needs of others, fostering strong relationships built on trust and mutual respect. With his wealth of experience, genuine dedication, and compassionate approach, Mark Wolter continues to be a beacon of excellence in both his professional and personal spheres.
Mark Wolter
With a passion for supporting clients in achieving their financial goals, Jackie serves as a dedicated executive assistant. With a background in client relations, financial reporting and family budgeting, Jackie brings a wealth of knowledge and expertise to the table.
Driven by a commitment to excellence and client satisfaction, Jackie plays a pivotal role in ensuring seamless operations within our firm. From managing administrative tasks to facilitating client communications, she excels in providing exceptional service and maintaining the highest standards of professionalism.
Jackie’s keen attention to detail, coupled with her strong organizational skills, ensures that every client interaction is handled with precision and care. Whether scheduling appointments, preparing financial reports, or assisting with account inquiries, she approaches each task with diligence and efficiency.
As an integral member of our financial advisory team, Jackie embodies our firm’s core values of integrity, trust, and client-centric service. She stands ready to assist you on your journey towards financial success, providing steadfast support every step of the way.
Outside of her professional endeavors, Jackie will often be found water skiing on the Fox River during the summer months with her husband and two teenagers.