Mark has over 30 years experience in financial services including Mergers & Acquisitions, Investment Banking and traditional Commercial Banking activities at Bank One.  Prior to obtaining his Financial Planning Certificate at Northwestern University, Mark was a Managing Director in the Mergers & Acquisitions Department of Bank One Capital Markets.  In that capacity Mark provided financial advisory services to management of small and large corporate customers of the Bank.

After obtaining the Financial Planning certificate at Northwestern University, Mark sat for and passed the comprehensive 2-day, 10 hour CFP® examination and received his CFP® certification.

During his banking years Mark also obtained educational training in diverse financial topics such as Mergers & Acquisitions, options, commodities and trained for and passed several securities exams.  Smith Financial Advisors is a Registered Investment Advisor.

Mark enjoys general aviation as a hobby and is an instrument rated private pilot. He also owns a 1930 Packard Roadster which has undergone a complete restoration. He resides in Wheaton with his wife Nancy.

Education:
Financial Planning Certificate - Northwestern University

MBA - Finance and Accounting - J.L.Kellogg Graduate School of Management

BA - Physics - St. Mary’s University of Minnesota