Advisor Profile

Mark Pniak

Senior Director, Wealth Management

Mark’s passion is helping people optimize their financial lives, which allows them freedom to use their greatest asset, time, to benefit their family and community.

Mark understands the complex issues surrounding effective financial, estate and tax planning, and enjoys designing and implementing customized financial plans that help provide clarity for his clients. His commitment to excellence, integrity, and authentic relationships helps give individuals and families the confidence and peace of mind to pursue their dreams knowing their finances are on track.

When not helping clients achieve their goals, Mark enjoys spending his time with his wife Katelyn and their three children, traveling, golfing, and building relationships with people of diverse backgrounds and experiences.

PROFESSIONAL AFFILIATIONS AND DESIGNATIONS 

  • CFP┬«
  • Accredited Estate Planner

EDUCATION

  • Bachelor of Business Administration, Finance, University of Iowa