portrait of Mark Slager

About Mark

My job allows me the privilege and honor to see generations of my clients and their families achieve major financial goals such as going to college, saving for travels, enjoying their hobbies and retiring with dignity. This type of impact is what inspires me to serve my clients by finding out what truly matters most to them.

I was born and raised in Kalamazoo, Michigan. I graduated from Western Michigan University and took a position with Kellogg Company and worked throughout Indiana and Northern Kentucky with our Walmart and Kroger teams. The opportunity to work with multiple individuals around many complex...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Employee Stock Options

Work History

  • Edward JonesSeptember 2013 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Western Michigan UniversityBachelors

Personal Interests

  • Camping
  • Golfing
  • Spending Time with Family
  • Hiking
  • Hunting

Team Members

  • Diana Mendoza
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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