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Mark Willis, ​Cfp® Email & Phone Number

I work with you in becoming your own source of financing so you can add financial control to your future! at Lake Growth Financial Services
Location: Chicago, Illinois, United States 5 work roles 3 schools
1 work email found @lakegrowth.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@lakegrowth.com
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Current company
Lake Growth Financial Services
Role
I work with you in becoming your own source of financing so you can add financial control to your future!
Location
Chicago, Illinois, United States

Who is Mark Willis, ​Cfp®? Overview

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Quick answer

Mark Willis, ​Cfp® is listed as I work with you in becoming your own source of financing so you can add financial control to your future! at Lake Growth Financial Services, based in Chicago, Illinois, United States. AeroLeads shows a work email signal at lakegrowth.com and a matched LinkedIn profile for Mark Willis, ​Cfp®.

Mark Willis, ​Cfp® previously worked as CERTIFIED FINANCIAL PLANNER™ at Lake Growth Financial Services and Consultant, Coach at Cdea. Mark Willis, ​Cfp® holds Certified Financial Planner, Financial Planning And Services from The American College Of Financial Services.

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Email format at Lake Growth Financial Services

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*@lakegrowth.com
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Profile bio

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.

Listed skills include Retirement Planning, Public Speaking, Small Business, Teaching, and 21 others.

Current workplace

Mark Willis, ​Cfp®'s current company

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Lake Growth Financial Services
Lake Growth Financial Services
I work with you in becoming your own source of financing so you can add financial control to your future!
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5 roles · 15 years

Mark Willis, ​Cfp® work experience

A career timeline built from the work history available for this profile.

Certified Financial Planner™

Current
Lake Growth Financial Services

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.

2011 - Present ~15 yrs 5 mos

Consultant, Coach

Cdea
  • 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.
May 2008 - Dec 2016

Account Executive

Expressius Llc
  • 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.
Oct 2009 - Aug 2011

Instructor

Abilene Christian University

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.
Jun 2008 - Aug 2009

Admissions Recruiter

Abilene Christian University

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.
Sep 2001 - Sep 2003
3 education records

Mark Willis, ​Cfp® education

Certified Financial Planner, Financial Planning And Services

The American College Of Financial Services

Masters, Mdiv

Abilene Christian University

Honors

Lawrence North High School
FAQ

Frequently asked questions about Mark Willis, ​Cfp®

Quick answers generated from the profile data available on this page.

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 Lake Growth Financial Services?

Mark Willis, ​Cfp® is listed as I work with you in becoming your own source of financing so you can add financial control to your future! at Lake Growth Financial Services.

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

AeroLeads has found 1 work email signal at @lakegrowth.com for Mark Willis, ​Cfp® at Lake Growth Financial Services.

Where is Mark Willis, ​Cfp® based?

Mark Willis, ​Cfp® is based in Chicago, Illinois, United States while working with Lake Growth Financial Services.

What companies has Mark Willis, ​Cfp® worked for?

Mark Willis, ​Cfp® has worked for Lake Growth Financial Services, Cdea, Expressius Llc, and Abilene Christian University.

How can I contact Mark Willis, ​Cfp®?

You can use AeroLeads to view verified contact signals for Mark Willis, ​Cfp® at Lake Growth Financial Services, including work email, phone, and LinkedIn data when available.

What schools did Mark Willis, ​Cfp® attend?

Mark Willis, ​Cfp® holds Certified Financial Planner, Financial Planning And Services from The American College Of Financial Services.

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

Mark Willis, ​Cfp® is listed with skills including Retirement Planning, Public Speaking, Small Business, Teaching, Retirement, Strategy, Strategic Planning, and Strategic Financial Planning.

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