My Mission

Together, we as a team of financial professionals, utilizing our network of specialists, continue our 100-year tradition of being dedicated servants in pursuit of excellence. Developing enduring relationships, our passion is to help clients achieve financial security through all stages of life.

Financial security is often a major objective in each of our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions.

That's where Mark Funk comes in. Whether you are concerned for your own financial needs or those of your family or your business, Mark can help you identify your needs and provide complementary solutions.

Let Mark Funk help you achieve a secure financial future.

Areas of Interest on Mark Funk's site:

  • Article LibraryArticles on business & money practices, insurance, estate analysis, and general interest articles.
  • Life EventsLearn about the challenges associated with each stage you may encounter.
  • Market Analysis & CommentaryMonthly & quarterly commentaries plus regular analysis of specific world market segments.

Mark J Funk, CLU®, ChFC®

Wealth Management Advisor

What’s in the Final Senate Tax Bill, And What Could Still Change?

See the differences between the Senate tax plan and the bill that passed the House. Read more.

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

How Much More Room Does This Economy Have to Run?

The Dow is reaching record heights, but is there growth left? Should investors be ready for a downturn? Our experts weigh in on how likely it is that investors will see growth and what causes markets to change course.


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