Our Qualifications

Mark G Stegink, ChFC®, CFP®

Mark has been a Registered Representative since 2004 and an Investment Advisor Representative since 2010. He has also held his Life, Accident and Health Insurance license in the State of Michigan since 2004.

With a continuous focus upon education, Mark earned the Chartered Financial Consultant® (ChFC®) designation in January 2018 and the certification as a CERTIFIED FINANCIAL PLANNERTM Professional (CFP®) in August 2018. The ChFC® and CFP® designations were acheived as a result of extensive training in financial planning principals, estate planning, insurance, investments, taxes, employee benefits and retirement planning. As a CFP® professional, he is required to uphold the certification through continuing education and is held to rigorous ethical standards, based upon the CFP Board's Standards of Professional Conduct.

Prior to entering the financial services industry, Mark earned a Bachelors Degree in Marketing from Grand Valley State University. He spent 10 years working in various marketing, management and consulting positions, ranging from product management to operations consultant. The last 3 years he consulted individuals and small businesses on problem solving and continuous improvement.

His varied work experiences and focus upon education has helped Mark to develop the communication and training skills he uses today to empower his clients with an enhanced knowledge of personal finance, financial planning principals and insurance.




Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.