Podium Financial Service offers financial strategies for Individuals, Families, Trusts and Small Businesses. Services include Wealth Management, Retirement Planning, Education Savings (529 Plans), Retirement Income Strategies, Insurance and Estate Planning.
Mark Swartzendruber earned designations as Chartered Life Underwriter and Chartered Financial Consultant in 1994. He is a Financial Advisor affiliated with LPL Financial LLC. Mark began his career in 1989 with The Northwestern Mutual Life Insurance Company. In 2005 Mark left NML and began Podium Financial Services with the goal of providing outstanding independent wealth advisory services. Mark holds Series 6,7 and 63 securities licenses. Mark is licensed in and serves clients in several states.
Mark Swartzendruber CLU, ChFC