Mark P. McFarland CFP®, AAMS®

I earned a degree from the University of Wisconsin-Madison in finance. While studying at the Wisconsin School of Business, I gained experience in financial services working as a private wealth management analyst. I have greatly enjoyed working in Waunakee since 2010.

In 2013, I married my beautiful wife, Regina, and we live in Waunakee with our three young children, Jackson, Callan and Sophie. We enjoy traveling and I currently serve as the president of our Rotary Club.

Together, Shannon and I work to deliver the highest level of personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs. We plan to use our 20-plus years of combined experience to build wonderful relationships and deeply serve our clients for the next 30 years.