Mark joined Madison Financial Planning 7 years ago to transition toward retirement. He joined our firm knowing he had a partner who shares the same philosophy/values, with a focus on always placing the client’s interest first and delivering exceptional service. With his clients now in experienced hands, he is ready to make it “official” and move onto the next phase in his life.
Mark and his wife Jean are looking forward to traveling more and are considering a possible relocation.
We’re going to miss Mark in the office, his dry sense of humor and quick wit.
As always, Craig and Kim are here to answer any specific questions regarding your family’s finances and Terri to assist with any servicing needs.