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Mark K. Lund, Wealth Manager. He is your personal Chief Financial Officer and your partner in leveraging our "Affiliate Network of Professionals" in putting together and managing
your personal financial plan. He uses a comprehensive
and all-inclusive wealth management, income distribution, wealth preservation and wealth transfer approach. He collaborates and networks with the industry’s divers financial minds
in putting together plan recommendations.
He has been helping families with their investment and retirement goals for almost a decade. He
is a well-known local financial educator in the matters of retirement planning and investment strategies. His
retirement education workshops have been widely attended through out the Salt Lake area.
He is a regular guest speaker at workshops for other financial advisors.
To launch his career, he started
with the Principal Financial Group, a financial planning firm. He received the honors of "Rookie of the year"
and "New agent of the year." During this time he managed
investment portfolios for private investors. Mark made a commitment to provide quality financial education,
deliver first-class service and do extra research and analysis work for the benefit of his clients. As a result his valued
clients have been able to reach greater financial security, and they refer their family, friends and work associates
to him for help with their retirement planning needs. He is interested in building life-long relationships, one person
at a time.
Mark has a seasoned understanding of the needs of his clients. He has written many articles, reports, and publishes
his own monthly newsletter entitled "The Mark Lund Growth Report."
His practice focuses on helping people have more wealth and more income in retirement then if they never met him.
He continues to put together investment portfolios and manage private investment accounts for his clients. What
Mark offers is peace of mind. He is interested in long-term relationships that are mutually beneficial and built on
the highest level of integrity, trust, and service. It is this outstanding service and commitment to excellence that
allows Mark to expand his practice. We are sure you will appreciate the dedication he will give to you. Mark and his staff
are committed to providing you with prompt, courteous, high-quality service.
Mark his wife Nicole
and his two kids, Trevor and Brooklynn reside in Highland, Utah. In Marks spare time he enjoys playing with his kids, fishing,
reading, writing and going on walks with his wife.
Please feel free to schedule a time to meet with Mark. His staff will be happy to arrange a mutually convenient time to meet. He welcomes the
opportunity to sit down with you and discuss your personal situation.
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