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The New Money “Must-Dos” with Mark Trittschuh – 3-12-16

February 16, 2016

Personal financial decisions can be overwhelming and sometimes scary, but can also be a key aspect of long term peace and security.  It’s challenging to keep up with all the latest news and changes that happen in the financial world, so we turn to our guest this week to share what we need to know to have this be our “Best Year Ever” in managing our finances.  Tune in to learn more about what you can focus on this year that can have a big impact on your financial future.

MarkTrittschuchofCLAMark Trittschuh is a Director at CliftonLarsonAllen Wealth Advisors and serves as an investment advisor and wealth manager for high-net worth individuals.

Mark graduated with a Bachelor of Science in Business Administration from Miami University in Oxford, Ohio.  He is a Registered Investment Advisor and is a member of the Investment Management Consultants Association.

Mark  has over 20 years of experience in the financial service industry with extensive experience as an investment advisor for individuals and investment consultant for foundations, endowments and corporate defined contribution plans.  His background includes providing investment performance reporting for investment committees, research, evaluation and selection of investment managers for various asset classes based upon client needs and objective, and development of asset allocation strategies and analysis of asset manager performance relative to appropriate benchmarks and peer groups.

Mark resides with his family in Lake Zurich, IL.  His hobbies include golf, tennis and oil painting.

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