Beyond the skills of a financial advisor, Mark Bertrang is a professional communicator. He listens...and then he speaks. Understanding a client takes more than just a spreadsheet of numbers. Gauging a person's values, their passions and fears is often as important, if not more important, than the allocation of their investment portfolio or an asset and liability statement.
As the creator of the Financialoscopy® and The Personal Financial Advantage®, Mark possesses an ability to simplify complicated concepts to help clients understand the various ways to move toward their financial objectives.
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Mark received his ChFC (Chartered Financial Consultant) and CLU (Chartered Life Underwriter) professional designations through The American College, Bryn Mawr, Pennsylvania.
As a member of the Society of Financial Service Professionals since 1992, Mark was the secretary/treasurer of the La Crosse, Wisconsin chapter for 15 years. In addition, Mark has served as a past president of the Mutual Trust General Agent's Association, in Oak Brook, Illinois.
Mark has passed the General Securities Principal Examination (Series 24), the General Securities Representative Examination (Series 7), as well as the Investment Company Products/Variable Contracts Representative Examination (Series 6), in addition to the State Securities Law Examinations (Series 63 and Series 66).
Clients are sometimes surprised to learn that Mark holds a property/casualty insurance license, in addition to a health and life insurance license even though he doesn't offer automobile, homeowners or medical health insurance through his office. He believes it's important to be licensed and up-to-date on continuing education requirements, so he can provide answers to his clients' many diverse financial questions.
For those areas outside his expertise, Mark has nurtured a circle of qualified experts to assist him in the implementation of his clients' financial plans. This group of advisors includes attorneys, trust officers, CPAs, mortgage brokers, realtors and bankers. As an entrepreneur, Mark has participated quarterly for eight years in the exclusive Strategic Coach Program® in Chicago, Illinois.
Mark and his wife Betty have been married for 38 years and have lived in the same home since 1991. They have two grown children.
In his free time, Mark enjoys escaping to northern Wisconsin and spending time relaxing along the Flambeau River.
For Mark's thoughts about 'Time, Talents and Gifts', click here.
To discover how Mark's family values were nurtured, click here.
As our Research & Client Care Specialist, Nate brings over fifteen years of experience to our office, through his diverse financial career.
Before joining our team, Nathan served as a senior client service manager for the nationally known third-party administrator – The Newport Group. During his five years there, he managed large retirement plan relationships, interpreting detailed plan documents and supervising the implementation of Internal Revenue Service and Department of Labor regulations while ensuring that company deadlines were met. Nate originally began his experience in the financial services industry as a bank assistant branch manager; then moving forward to a personal banker/securities-licensed banking position, where his built strong relationships with high value clients. Between banking and his most recent position, Nate held a three-year position with Kaplan Financial Education as an account manager.
After many years of working in the large corporate environment, Nathan is joining us to assist individuals and families on a one-on-one basis by supporting our firm’s values of building enduring relationships.
Nate and his wife, Artina have been married for sixteen years. They have four wonderful children. When Nate isn't running to a sporting event for his children, he enjoys spending time in the outdoors or just relaxing with the family with a cup of coffee in hand. Nate is also very active in his church community. We also understand that he loves playing an aggressive game of dodgeball at the YMCA.
Jennifer "Jenn" Heintz
Coming from a diverse background, including the healthcare industry and insurance, our Office Manager is the newest member of the Financialoscopy Team. Jenn served as an Operations Leader to a local behavioral health clinic for several years before looking to slow down and focus on family. She accumulated experience in customer service, insurance benefits, contracting, and business operations in her various positions.
Jenn and her husband, Lucas have been married for three years . They have two young children that keep them quite busy with school, church, and sporting events. She enjoys reading, spending time with family, house projects, and good outdoor fun. Jenn loves taking 'foodie' trips and experiencing new places. Lucas and Jenn are also the "Sunday drive" type that like to see what their neighbors are up to in their yards.