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Mark Holmertz

Financial Advisor

Inspirion Wealth Advisors

United States, Illinois, Libertyville

About Me

Mark Holmertz has over 31 years of financial services experience. He began his career in 1989 at Trustmark Insurance Company, where he progressed from programmer trainee to assistant vice president in Voluntary Products Systems. In 1999, he began his financial advisory career with American Express Financial. He has been with Inspirion Wealth Advisors since its inception in 2012. Over the past 10 years, Mark has had a strategic partnership with Richard Young to transition Richard’s clients into Mark’s practice. They continue to work together to bring in new clients. Mark holds a BA in Computer Science from North Park University. He earned the Certified Employee Benefits Specialist (CEBS) d

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Profile Information

Financial Advisor

Inspirion Wealth Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Libertyville

Illinois

United States

Jan 9, 2025

Work Experience

Inspirion Wealth Advisors

Financial Advisor
Nov 2012 - Present
Email: mholmertz@inspirionwealth.com

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