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

Mark Holmertz
Financial Advisor
Inspirion Wealth Advisors
United States, Illinois, Libertyville
About Me
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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