CFP®, CLU, CEBS
Mark Holmertz has over 29 years of financial services experience. He began his career in 1989 at Trustmark Insurance Company, where he progressed from programmer trainee to assistant vice president in Voluntary Products Systems. In 1999, he began his financial advisory career with American Express Financial and in 2005 moved to LPL Financial. In 2011, Mark began a strategic partnership with Richard Young to transition Richard’s clients into Mark’s practice by 2020.
Mark holds a BA in Computer Science from North Park University. He earned the Certified Employee Benefits Specialist (CEBS) in 1996, the Chartered Life Underwriter (CLU) designation in 1997, and completed the requirements to become a CERTIFIED FINANCIAL PLANNER™ professional in 2002.
He has been married for more than 26 years and has one son. Mark volunteers as a basketball coach with Upward Sports, and enjoys jet skiing and water skiing with his family.
What do you enjoy most about wealth management?
Helping individuals and families best manage their financial resources to meet their financial goals.
What’s the biggest challenge?
Gauging client’s risk tolerance.
What do you love most about being part of Inspirion?
Being part of a team of professionals that has a wide range of expertise and perspectives.
What qualities of yours make you best suited to what you do?
My calm personality helps me not overreact during times of market volatility.
What do you love to do outside of work?
Participate in men’s Bible study, coach youth basketball through my church, bike on Lake County trails, and spend time at the lake water skiing and jet skiing.
What was the most influential book you’ve read and why?
The Bible because it is still relevant today thousands of years after it was written.
What personal accomplishments are you most proud of?
I learned how to barefoot water ski as a teenager and can still do it today. I was a part of the North Park Men’s Basketball Team that won the 1987 NCAA Division III Championship.