Mark Koeppen

Mark Koeppen, AIF®, serves as the Director of Strategic Wealth at Granite Group Advisors, focusing on personalized retirement plan consulting and wealth management strategies. With over three decades of experience in the retirement planning industry, Mark has held notable positions including Senior Vice President of Strategic Rollovers at IPX Retirement and VP of Business Development in Retirement Services at Millennium Trust Company. Mark's expertise lies in governance of retirement plan management, risk reduction, and administrative efficiency. Mark's early career included roles at Empower Retirement, MetLife, and MegaStar Financial, solidifying a strong foundation in client relationships and institutional management. Mark Koeppen holds a Bachelor of Arts in Economics and Finance from the University of Northern Colorado.