Mark Truettner

Mark’s passion is helping people achieve their financial goals and dreams. In meeting Mark, you can readily see that his values and ethics are the driving influences in the guidance he provides. As a fiduciary, Mark puts his clients’ interests first.

Mark specializes in retirement planning and overall financial planning. Mark completed his Bachelor’s degree in Business Administration from the University of Wisconsin-Oshkosh, with an emphasis in finance and financial planning.

Mark is a dedicated family man. Mark is active in his church and in several local baseball organizations serving as assistant and coach to his son’s teams.