Mark Willis, ​Cfp®

Mark Willis, ​Cfp® Email and Phone Number

I work with you in becoming your own source of financing so you can add financial control to your future! @ Lake Growth Financial Services
Mark Willis, ​Cfp®'s Location
Chicago, Illinois, United States, United States
Mark Willis, ​Cfp®'s Contact Details

Mark Willis, ​Cfp® work email

Mark Willis, ​Cfp® personal email

About Mark Willis, ​Cfp®

I love what I do!--- First, we work one on one with people in an advisory role, conducting a thorough analysis of their financial situation. --- Second, we create a blueprint and help people get from where they are now to achieving their financial goals.--- Third, we set up an accountability system to make sure they stay on-track, allowing for adjustments due to unforeseen life and work changes.There are three reasons why people work with us, in no particular order… 1) We will provide you with what you need to know and what you need to do in order to increase your net worth. (knowledge) 2) We will help you create a strong foundation for your financial health, enabling you to weather the ups and downs along the way. (foundations) 3) We focus on building good relationships with our clients and help them look more closely at the relationships that matter to them. (relationship) Bottom-line it boils down to four things: 1. You will be more focused on the financial issues that matter to you the most. 2. Second, you will be more in control of your situation, regardless of what is happening with the economy. 3. Third, your nest egg will grow with certainty, 4. ...and fourth, ultimately at the end of the day, you will feel at ease and more peace of mind, confident you are doing your best in matters of your money.

Mark Willis, ​Cfp®'s Current Company Details
Lake Growth Financial Services

Lake Growth Financial Services

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I work with you in becoming your own source of financing so you can add financial control to your future!
Mark Willis, ​Cfp® Work Experience Details
  • Lake Growth Financial Services
    Certified Financial Planner™
    Lake Growth Financial Services 2011 - Present
    Chicago, Illinois, Us
    We work with individuals, couples, and business owners who want to grow their wealth in a safe and predictable manner, and create tax-free income for life.Lake Growth is your proven partner for meeting the financial challenges in your life, by providing financial strategies and solutions that match your hopes and dreams.
  • Cdea
    Consultant, Coach
    Cdea May 2008 - Dec 2016
    • Resourcing small groups in social justice, community organizing and life development.• Planning large-scale events for families and facilitating technological partnerships for projects.• Developing training materials and implementing strategies to prepare members for leadership.• Designing a major web presence, including social media elements, wiki, and resources.
  • Expressius Llc
    Account Executive
    Expressius Llc Oct 2009 - Aug 2011
    • Closed a high rate of cold calls for a 75 year-old, A+ Rated CPA Firm.• Empathized with clients, and gave them a clear path forward toward financial freedom.• Led the team in sales, and in personal leads acquisition as a satellite office in Chicago.
  • Abilene Christian University
    Instructor
    Abilene Christian University Jun 2008 - Aug 2009
    Abilene, Tx, Us
    • Conducted learning modules for 21 students through a summer intensive course.• Facilitated online homework teams & discussion groups to encourage collaborative learning.• Achieved positive results and feedback from students.
  • Abilene Christian University
    Admissions Recruiter
    Abilene Christian University Sep 2001 - Sep 2003
    Abilene, Tx, Us
    • Exceeded project expectations and promoted in the department.• Conducted student applications, interviews, and managed work flow systems • Worked collaboratively with other recruiters to see admissions goals accomplished.

Mark Willis, ​Cfp® Skills

Retirement Planning Public Speaking Small Business Teaching Retirement Strategy Strategic Planning Strategic Financial Planning Wealth Management Financial Planning Analysis Income Protection Personal Financial Planning Budgets Estate Planning New Business Development Finance Business Development Financial Management Real Estate Financing College Savings Plans Leadership Training Management Asset Protection

Mark Willis, ​Cfp® Education Details

  • The American College Of Financial Services
    The American College Of Financial Services
    Financial Planning And Services
  • Abilene Christian University
    Abilene Christian University
    Mdiv
  • Lawrence North High School
    Lawrence North High School
    Honors

Frequently Asked Questions about Mark Willis, ​Cfp®

What company does Mark Willis, ​Cfp® work for?

Mark Willis, ​Cfp® works for Lake Growth Financial Services

What is Mark Willis, ​Cfp®'s role at the current company?

Mark Willis, ​Cfp®'s current role is I work with you in becoming your own source of financing so you can add financial control to your future!.

What is Mark Willis, ​Cfp®'s email address?

Mark Willis, ​Cfp®'s email address is ma****@****ail.com

What schools did Mark Willis, ​Cfp® attend?

Mark Willis, ​Cfp® attended The American College Of Financial Services, Abilene Christian University, Lawrence North High School.

What skills is Mark Willis, ​Cfp® known for?

Mark Willis, ​Cfp® has skills like Retirement Planning, Public Speaking, Small Business, Teaching, Retirement, Strategy, Strategic Planning, Strategic Financial Planning, Wealth Management, Financial Planning, Analysis, Income Protection.

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