Broker Check
Mark Theado

Mark Theado

Associate

Mark has been working within Mike’s practice since November 2012. His current workload includes semi-annual updates; investment research; satellite and S&P 500 tracking; 3/5/8/10; eMoney setup and client assistance and scanning to become a paperless office. Mark graduated from Franklin University in 2018 with a degree in Financial Planning. He plans to study for the Series 7 (to offer securities to clients) and pass by year-end 2018. Ultimately, Mark aims to tackle and earn the Chartered Financial Analyst® (CFA) designation.

 

CRN-2135808-053018

 

Mark's team members include:

Michael J. Agriesti, CFP®, CRPC, LUTCF

Jill Byrum

Clair Reich

Bryan Coss

Linda Joyce