Mark P. McFarland CFP®, AAMS®

Life is fun and crazy for my wife Regina and I thanks to our four energetic children: Jackson (7), Callan (6) Sophie (4) and Ella (2). Regina has a window covering business with her office in our Waunakee location. We enjoy travelling, boating, skiing, hiking and spending as much time outdoors as possible.


I grew up on a six generation dairy farm in Watertown, WI.  I graduated with a finance degree from UW-Madison and have been working as a financial advisor since 2010. Over the 13 years, I have had the privilege to help over 125 individuals successfully transition into retirement. I love being a coach for my clients to help identify what’s most important to them and be a catalyst to make that a reality.