Mark has wanted to be a financial advisor since he was twelve years old when he began to trade stocks with the assistance of his father and a local stockbroker. After graduation from the University of Wisconsin in 1989 with bachelors in Economics, Mark started his career with various stock brokerage firms. He landed at Raymond James Financial in 1991, and was made branch manager of their Madison office in 1993. The office closed the following year and Mark formed Integrity Partners, Inc with two other advisors. The firm grew to eleven advisors & staff by 1998. Although he had achieved financial success, Mark became dissatisfied with his role as strictly a financial manager and switched his firm's focus to financial planning especially to specific groups like the State of Wisconsin Employees. In 2003, Mark further refined this focus when he obtained the contract with Financial Network Investment Corp to provide financial planning wealth management inside Summit Credit Union. Through numerous seminars and workshops, Mark was able reach a broader audience as well as help nearly 300 state employees navigate and plan their retirements. When this contract was not renewed in 2009, Mark co-founded Engle Tyler & Associates.
Mark lives in Sun Prairie Wisconsin since 1994 with his wife Robin and two daughters.
Kasey graduated from the University of Wisconsin Stout in 2005 with a bachelors degree in Business Administration with a concentration in Service Management.
Kasey's previous financial advisor positions have given him experience with a wide variety of clients from different backgrounds. He has worked with high ranking executives, state workers, small business owners, farmers and retirees. Kasey's career started as a Financial Advisor with Ameriprise Financial in Chicago, IL. In 2008 Kasey returned to Wisconsin as a financial advisor for Chase Investment Services Corp. While with Chase, Kasey was the financial advisor for branches in Janesville and Edgerton, where he lives today. In January 2011 Kasey joined Securities America and has since become a member of Engle Tyler & Associates.
Sonya is the Director of Client Services and Administrative Assistant. Her responsibilities include client service, processing of all business and general office support and management. She enjoys contributing to a positive atmosphere that makes our clients comfortable and feeling good about their financial planning experience.
She has over 36 years experience in the Secretarial/Clerical Fields and has over 14 years experience in the Financial/Investment Field.
She lives in Belleville with her husband Jon (owner of Toudot Tunes) and enjoys time spent with her daughter, Jessica (husband Damian) and her 2 grandchildren, Reagan and Roman!