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. Mark will be working as the Financial Consultant for Heartland Credit Union; providing members with financial planning products and services.
Mark lives in Sun Prairie Wisconsin since 1994 with his wife Robin and two daughters.
Sonya is the Director of Client Service and provides administrative support for Mark Engle. Her responsibilities include client service, processing, and office support. She enjoys contributing to a positive atmosphere that makes clients feel comfortable about their financial planning experience.