Mark McLennon J.D., CFP®, CPA, ChFC®, CLU®

I have been fortunate to work with the business, financial and estate planning concerns of entrepreneurs, key employees, advisors, and other professionals as an executive at a Fortune 100 company, a tax consultant at Arthur Andersen & Co., and an attorney in the estate-planning group of a large Milwaukee law firm. Within the financial services industry, I have focused on estate planning, trust services, financial planning and wealth management, including direct experience as an advanced planning attorney, and ultimately overseeing fee-based financial planning and personal trust services at Northwestern Mutual (NM). I have recently become a Trust Strategist at Baird Trust, helping to more fully integrate trust services into Financial Advisors’ practices as well as Baird overall. I also continue to serve as an Adjunct Professor of Business Planning with The American College of Financial Services, focusing on courses in Estate Planning, Business Succession Planning, and Investments.