Mark is in his 15th year managing client assets and 8th year at Kiley Juergens Wealth Management, LLC. In 2020 Mark became a co-owner in our firm and has also achieved the designation of CERTIFIED FINANCIAL PLANNER™ through a rigorous and demanding process. As a CFP®, he holds himself to certain standards and expectations, including ethics and morals. In addition to being a Certified Financial Planner™, he is also a Series 7 & 66 representative and is a Investment Adviser Representative. He also has licenses for Life Insurance, Disability and Long-Term Care.
He and his wife Kristina spend most of their time with their kids, Vincent (12), Stella (10), Nellie (7) and Anthony (3) as well as the rest of their family in the area. Mark stays busy coaching his kids as well as volunteering in the community. He served as President of the Board of Big Brothers Big Sisters of Southwest Washington for 8 years, is a Board Member of Olympia Rotary Club and is an active member at the Olympia Country Club.