Broker Check
Mark A. Smith, CFP®

Mark A. Smith, CFP®

President

Mark is a graduate of the University of Dayton where he obtained a Bachelor of Mechanical Engineering degree. Following this, he acquired an MBA from Marquette University. Mark began his career in the financial services industry in 1994. He quickly moved into a leadership role while continuing to build his practice. In 1996, Mark earned the CERTIFIED FINANCIAL PLANNER, CFP® professional designation. He joined Guardian in 2006. His primary responsibilities include the training and development of associates.

Mark is a member of GAMA International, an association dedicated to professional development of field management in the insurance and financial services industry. He and his business partner, Dan Melka, have led their organization to qualify for its International Management Award – Diamond Level since 2011.

Born and raised in Milwaukee, Mark has been married to his wife, Peggie, since 1998. Together they have two children, Leo and Clare.

Registered Representative and Financial Advisor of Park Avenue Securities, General Agent of Guardian