Mark is in his 12th year managing client assets and 5th year at Kiley Juergens Wealth Management, LLC. Mark is a Principal in our firm and has also achieved the designation of CERTIFIED FINANCIAL PLANNER™ through a rigorous and demanding process. As a CFP®, he holds himself to certain standards and expectations, including ethics and morals. In addition to being a Certified Financial Planner™, he is also a Series 7 & 66 representative and is a Investment Adviser Representative. He also has licenses for Life Insurance, Disability and Long-Term Care.
He and his wife Kristina spend most of their time with their kids, Vincent (9), Stella (7), Nellie (4) and Baby Boyer (due in April) as well as the rest of their family in the area. Mark stays busy coaching his kids as well as volunteering in the community. He currently serves as Past President of the Board of Big Brothers Big Sisters of Southwest Washington, is a member of Olympia Rotary Club and is an active member at the Olympia Country Club.