Mark Perrault Cfp, Mba, Ricp Email & Phone Number

Mark Perrault co-founded Intergy Private Wealth in 2021 with Charlie Dunn, creating an independent registered investment adviser that seeks to balance bespoke financial solutions that incorporate in-depth planning and advanced technology with a genuine regard for their clients as individuals driven by personal goals and values.Mark and Charlie have worked together in a formal partnership since 2016, when they founded their own advisory team at Northwestern Mutual, where Mark had worked since 2009, focusing on client relationships and spearheading a targeted philanthropic outreach.Originally from Southern California, Mark graduated from the University of Colorado Leeds School of Business. He received his MBA from Gonzaga University while serving in the United States Air Force and earning the rank of Captain.Mark is a CERTIFIED FINANCIAL PLANNER™ professional and a Retirement Income Certified Professional. Mark was named as the inaugural 2017 Millennial Advisor national award by The American College of Financial Services, which recognized five top performing financial advisors under the age of 35. He has also been featured as a contributor to the Colorado Springs Business Journal.Mark lives in Colorado Springs with his wife, Lauren, and their three children, Carter, Addison, and Olivia. Mark and Lauren are founding members of Couples Who Care, a platform for Colorado Springs citizens to combine efforts for a larger impact on local causes and the needs of their community. Mark is a board member and former Foundation Board Chair of Discover Goodwill of Southern & Western Colorado. Outside of work, he enjoys fly fishing, hiking, and playing golf.