Broker Check

 

Mark J. Strefner

Mark J. Strefner

Founding Partner, Private Wealth Advisor

Mark Strefner is a Senior Partner with Chicago-based Infinity Wealth Management, LLC; a premier financial and estate-planning firm located in the suburb of Schaumburg, Illinois.

Mark’s goal is to bring clarity to the financial planning process. He has always been a promoter of the idea that, even though many investment and insurance programs are complicated by nature, your financial plan should not be. After all, how can you follow something you do not understand? His straightforward nature and communication style has led to the development of relationships than span decades and has been the cornerstone of his growth in this discipline.

A native of Chicago, Mark is a graduate of the University of Illinois at Chicago’s School of Business and Honors College, earning a Bachelor of Science degree in Business and Information & Decision Sciences. Mark began his financial services career in 1995 when he joined Franklin Financial Services as a Registered Representative and Insurance Specialist.

He has since been honored with a number of corporate and industry awards including Million Dollar Round Table, Centurion, Chairman, and Ben Franklin Awards. Mark is also a student of the highly respected Strategic Coach® program designed for successful entrepreneurs. He has been a sought-after public speaker for highly rated Insurance & Investment firms on the topic of benefit/contingency planning for business owners, legacy/investment planning for affluent clients, as well as strategy specific topics such as Premium Financing, Captive Insurance, and Welfare Benefit Planning.

Mark has participated in various boards and groups related to the industry. He was named 2012 & 2013 Five Star Wealth Manager Award as featured in Chicago Magazine. Mark is a Principal member of First Financial Recourses; a professional organization comprised of strategic problem solvers for high net worth individuals, as well as public and privately held companies. Mark has also worked with firms such as Microsoft Corp, Motorola, Abbott Labs, and AT&T.

Mark believes in personal and professional growth and is constantly striving to learn new and innovative ways to find solutions for Infinity’s corporate, municipal, family, and estate clientele. Mark’s sincere desire to help his clients and assist other financial advisors become knowledgeable about advanced planning techniques is what he credits his success to. He resides in the western suburbs of Chicago with his family.