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
More profiles to browse
Mike Hazen
Certified Financial Planner and Financial Advisor
RY
Richard Young
Financial Advisor
EB
Erika Bateman
Financial Advisor, Partner
Mary Erl
Financial Advisor
You Might Like
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation