Mark Spirk, MBA, CFP®

Mark Spirk, MBA, CFP®

Wealth Advisor
CUSO Financial Services, LP* at UFCU

—Member education is essential to success.

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Profile

Mark is a story person. He likes to know the unique backstory behind each of his individual clients. He’s interested in how they became the person they are today. Why?  Mark says, “In my experience, our different life experiences mean that we all tend to bring certain biases to our decision-making processes. Sometimes this can actually undermine our ability to create, implement, and adhere to a plan.”

As a self-described creative type working in an analytical and data-heavy industry, Mark prefers an approach that is individualized for each Member. He’s learned that finding a reliable, trusted advisor to offer guidance through all of life's financial challenges can seem intimidating at times, and he prides himself on presenting easy-to-understand solutions in a relaxed environment. Mark believes that educating Members is an essential component to any successful, long-term relationship. Plus, he believes that it’s critically important for Members to feel at ease with their decisions before, during, and after implementation.

Get to Know Mark

What is your favorite quote or saying?
“Money often costs too much.”—Ralph Waldo Emerson

What is your favorite sports team?
“The 2016 World Series Champion Chicago Cubs! Stop by the office to see my authentic Wrigley Field seats!”

What is your favorite holiday?
“July 4th, because it’s summertime, it’s baseball season, and it means grilling out with family and friends. And I always take a moment during the fireworks to think about how lucky I am to live in the USA.”

2016-2019 Five Star** Award Winner

2019 Five Star Wealth Manager


* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. UFCU has contracted with CFS to make non-deposit investment products and services available to credit union members.

CFS does not provide tax or legal advice. For such guidance, please consult a tax and/or legal advisor.

** Five Star Professional is an independent third party research firm. The five star award is not indicative of an individual's performance. Inclusion on the five star list should not be construed as an endorsement by Five Star Professional or the magazine. Visit www.fivestarprofessional.com for additional details about the Five Star Wealth Manager award.

Phone (512) 977-7924