Broker Check
Mark Batzel MSFS, CFBS, AEP

Mark Batzel MSFS, CFBS, AEP

Managing Partner

Mark is one of the founding partners of our firm and focuses on assisting physicians, business owners and executives in all financial aspects of Estate Creation and Preservation planning as well as Business Succession planning. Mark also provides private Wealth Management services to high net-worth individuals and retirees.

Mark has gained a great deal of experience in the field by continuing to pursue his education, earning the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Accredited Estate Planner (AEP) and Certified Family Business Specialist (CFBS) designations. He also has a Master of Science in Financial Services (MSFS) degree from the American College.

Mark is a graduate of William & Mary, '88, where he earned a B.A. in Finance. He was a 4-year varsity basketball player and captain of the team during his junior and senior years.