Mark joined Soltis in June 2024 as a Senior Advisor on the Midwest Team, bringing over 22 years of experience in financial advisory services. He specializes in helping clients understand the impact of their current financial situations on their future aspirations, developing customized strategies to address their unique priorities. Known for his ability to listen intently and simplify complex financial concepts, Mark has built long-standing relationships with his clients, founded on trust and exceptional customer service.

Mark is a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Investment Fiduciary®. He holds a Bachelor’s degree from DePaul University in Chicago and a Master’s degree from Bowling Green State University in Ohio. His professional achievements include being recognized as a Five Star Wealth Manager by Chicago Magazine and being listed in Cambridge Who’s Who® Among Executives, Professionals, and Entrepreneurs.

Beyond his professional life, Mark has a keen interest in American history, politics, and music, having played the trumpet professionally. A lifelong Cubs fan, Mark resides in Oswego, Illinois, with his wife Donna. They have raised seven children. Mark also serves on the Board of Directors of Life’s Plan, Inc., a non-profit organization affiliated with the Ray Graham Association, which provides Special Needs Trust access and charitable support for self-sufficiency among individuals with special needs.