Our Team

Our Team

Mark Yatros

CFP® CERTIFIED FINANCIAL PLANNER practitioner
Specializing in the financial planning process and areas of:

  • Insurance
  • Investment Tax
  • Tax Strategies
  • Retirement Planning
  • Estate Planning

ChFC® Chartered Financial Consultant
Qualified to provide advanced financial planning services to individuals, small business owners, and professional. The designation is the highest standard of knowledge and trust by non-profit educational institution The American College, Chartered Financial Consultants have completed rigorous study of:

  • Insurance
  • Income Taxation
  • Retirement Planning
  • Estate Planning
  • Investment 

EXPERIENCE

  • Financial Wealth Manager, Allegiant Wealth Strategies, 2017 - present
  • Financial Advisor, Ameriprise Financial, Inc., 1993-2017
  • District Manager, Ameriprise Financial, Inc. 1997-2001