With over four decades of experience in financial services, Mark Lux brings deep knowledge and perspective to his work with individuals, families, and retirement plan participants. Since entering the industry in 1979, he has helped clients navigate financial decisions with a steady hand and a focus on long-term outcomes.

Mark works with clients to integrate investment strategy, insurance planning, and retirement readiness—drawing on years of experience serving both public and private sector employees. He also advises employers on their qualified retirement plans, helping them meet their fiduciary responsibilities while supporting their employees’ financial well-being.

Mark earned his bachelor’s degree in Public Administration from Western Michigan University. He holds the Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) designations from The American College and has held a Series 65 license since 2005.

Mark’s approach is grounded in consistency, clarity, and a commitment to helping clients make informed decisions at every stage of life.