Mark Guilliatt CFP®,ChFC®, CASL®

With over 30 years of experience, Mark Guilliatt is dedicated to helping individuals make informed retirement decisions tailored to their goals. His client-first approach ensures personalized, effective retirement strategies that align with each person's unique philosophy. Mark holds a bachelor's from Wartburg College, a master's in financial services from the Institute of Business and Finance, and is a Certified Financial Planner™ (CFP®) professional. He also holds the ChFC® and CASL® designations from The American College, reflecting his expertise in retirement and senior living planning. In addition to advising, Mark has been an adjunct professor at Midland University and frequently shares his knowledge through public speaking and community education programs. Your retirement is unique, and Mark is committed to crafting a plan that fits your personal needs and vision.