Our Team

Our Team

Whether you’re just now starting down your career path, nearing your desired destination, or somewhere in between, there are many ways financial planning can help you achieve your personal goals. Mark’s great passion is helping those with the desire to reach their dreams.

Mark knows that no single approach is the right one for every individual or family, so he creates customized financial plans geared for each individual that will make the journey toward retirement as easy as possible. With the help of his team, Mark is dedicated to establishing options that best suit your and your family’s needs.

Mark Yatros

Private Wealth Advisor

Mark has been in the Kalamazoo/Battle Creek area for more than 30 years, residing in Kalamazoo with his wife, Denice. A graduate of Western Michigan University with a finance degree, Mark maintains the FINRA Series 7 and 63 securities registrations and is an Investment Adviser Representative of Commonwealth Financial Network®.

CERTIFIED FINANCIAL PLANNER practitioner
Mark specializes in the financial planning process and areas of:

  • Insurance
  • Investment tax
  • Tax strategies
  • Retirement planning
  • Estate planning

Chartered Financial Consultant®
Mark is qualified to provide advanced financial planning services to individuals, small business owners, and professionals. This designation is the highest standard of knowledge and trust offered by nonprofit educational institution The American College. Chartered Financial Consultants have completed rigorous study of:

  • Insurance
  • Income taxation
  • Retirement planning
  • Estate planning
  • Investments

EXPERIENCE

  • Private wealth manager, Allegiant Wealth Strategies, 2017–present
  • Financial advisor, Ameriprise Financial, Inc., 1993–2017
  • District manager, Ameriprise Financial, Inc., 1997–2001

Sarah Herwick

Operations Manager

Sarah joined Mark’s practice in November 2016. Working from the Battle Creek office, she is mainly responsible for client service.

Sarah’s has a passion for building relationships, and, as an extension of Mark, her job is to provide responsive and timely service to clients. Prior to this role, she worked within the government, nonprofit, and private sectors, including working for congressman Fred Upton. Her roles have provided versatility in her current position with Mark.

Born and raised in Kalamazoo, she graduated from Western Michigan University and still resides in Kalamazoo. Sarah enjoys spending time with family and friends, especially her horse, Daisy May.