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 you and your family’s needs.
Mark Yatros was raised in Madison Heights, Michigan. He has been in the Kalamazoo/Battle Creek area for more than 30 years since graduating from Western Michigan University with a finance degree. He began his career with Ameriprise Financial as a financial advisor in 1993 and became a district manager in 1997. Mark completed his CERTIFIED FINANCIAL PLANNER™ Certification exam in 2000 and has been Chartered Financial Consultant® (ChFC®) charterholder since 1999. He specializes in insurance, portfolio risk management, tax strategies, retirement income planning, and estate planning.
In early 2017, he formed Allegiant Wealth Strategies and partnered with Commonwealth Financial Network® to provide a truly independent and comprehensive approach to financial planning. Mark and his team believe that, in order to deliver world-class service and guidance, investment professionals should be free from influences. Mark maintains FINRA Series 7 and 63 securities registrations, as this qualifies him as an Investment Adviser Representative of Commonwealth.
Mark resides in Kalamazoo. In his free time, Mark enjoys hunting, cooking, and biking.
Mark Yatros is proud to have been recognized as a Founder's Club advisor for 2018—a distinction based on annual production that places him among the top 37 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Founder's Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Founder's Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership.
Sarah Herwick joined Mark’s practice in November 2016. Working from the Battle Creek office, she is mainly responsible for client service. Sarah’s passion is building relationships, and as an extension of Mark, her job is to provide responsive and timely service.
Prior to this role, she worked within government, nonprofit, and the private sector, including working for Congressman Fred Upton. Her roles have provided versatility for her current position with Mark. Born and raised in Kalamazoo, she graduated from Western Michigan University with a BA. She also completed a Post Baccalaureate Paralegal Studies from Davenport University.
Sarah resides in Kalamazoo. She enjoys spending time with her family and friends, and most especially her horse, Daisy May.
Carissa Hagen joined Allegiant Wealth Strategies in January 2018 with 17 years of experience in the financial services industry. She believes advice is about making a meaningful difference in clients’ lives. Carissa possesses a passion for empowering clients through education and understanding.
Prior to joining Allegiant, Carissa was an associate financial advisor at Ameriprise Financial Services, a senior regional director – vice president at Neuberger Berman, and a regional vice president at RiverSource. Professional opportunities have moved her from Minneapolis to Detroit and finally now to Kalamazoo after spending the last nine years in Royal Oak. She earned her MBA from the University of St. Thomas and her bachelor’s degree from the University of Minnesota. She holds the FINRA Series 7, 65, and 66 securities registrations.
Carissa enjoys helping those in need and contributing to the community. She is an avid sports fan and rarely misses an opportunity to watch her favorite Minnesota teams. Carissa appreciates delicious food, especially in the company of family and friends.