Mark Holmertz has over 31 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 1999, he began his financial advisory career with American Express Financial. He has been with Inspirion Wealth Advisors since its inception in 2012.
Over the past 10 years, Mark has had a strategic partnership with Richard Young to transition Richard’s clients into Mark’s practice, and they continue to work together to bring in new clients.
Mark holds a BA in Computer Science from North Park University. He achieved his CERTIFIED FINANCIAL PLANNER™ certification in 2002, anchoring a career built on fiduciary duty and comprehensive planning.
Helping individuals and families best manage their financial resources to meet their financial goals.
Gauging clients’ risk tolerance.
Being part of a team of professionals that has a wide range of expertise and perspectives.
My calm personality helps me not overreact during times of market volatility.
Participate in men’s Bible study, run and bike on Lake County trails, and spend time in Shell Lake, Wisconsin, water skiing and jet skiing with my family.
The Bible, because it is still relevant today thousands of years after it was written.
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.