Mark Davids completed the Certified Financial Planner, CFP® curriculum in 1997. He also studied at the University of Illinois at Urbana-Champaign and graduated with a Bachelor of Arts degree in Speech Communications. He extended his education at Loyola University where he successfully completed his Series 7,63,65 & 24 (currently held with LPL Financial) exams. Mark is also a licensed insurance agent.
Mark’s goal is to deliver independent, objective and creative advice on how to accumulate, protect & distribute wealth during his clients' retirement years.
Mark’s many hobbies include golf, downhill skiing, travel, reading and ice hockey. He volunteers his time to the ManKind Project by staffing New Warrior Training Adventure weekends for their Chicago Community.