Mark Temperato, CLU, ChFC, RICP
Owner / Wealth Management Advisor
Mark has been working in financial planning for the past 8 years, starting his career with Northwestern Mutual. Mark has a passion for building meaningful relationships with great people, and financial planning has been the perfect marriage for Mark to accel. In Mark’s time with Northwestern Mutual, he and his team achieved top company honors and qualified for *Million Dollar Round Table in his last 3 years with Northwestern. Mark graduated with a Bachelors Degree from SUNY Geneseo, with a concentration in Business Administration. In January of 2016, Mark and one of his current partner’s Nathan started their first partnership in financial planning where they paired their skill sets to better serve their clients. To the core, our purpose is to help people maximize their time on Earth.
Mark is originally from Batavia, NY where he met his Fiancé Lindsey. They now reside in Walworth with their two dogs Brody and Reggie in their new home. When Mark is not working, he loves to golf, cook, pretend to hunt, and spend time with friends. He may or may not bowl as well, it depends on who is asking!
*Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year, and is not based upon performance or returns experienced by any client, or opinions of the advisor's clients or former clients. Lifetime membership is achieved in the 10th year and this status is maintained in future years by attesting annually to having met current minimum production levels and by paying the required dues. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.