Mark Willis, Cfp® Email and Phone Number
Mark Willis, Cfp® work email
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Mark Willis, Cfp® personal email
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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.
Lake Growth Financial Services
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Certified Financial Planner™Lake Growth Financial Services 2011 - PresentChicago, Illinois, UsWe 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. -
Consultant, CoachCdea 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.
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Account ExecutiveExpressius 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.
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InstructorAbilene Christian University Jun 2008 - Aug 2009Abilene, 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. -
Admissions RecruiterAbilene Christian University Sep 2001 - Sep 2003Abilene, 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
Mark Willis, Cfp® Education Details
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The American College Of Financial ServicesFinancial Planning And Services -
Abilene Christian UniversityMdiv -
Lawrence North High SchoolHonors
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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