Mark Kellogg, CASL®, RICP®

As a financial advisor with a focus on financial literacy, Mark collaborates with a skilled team of advisors to bridge the gap between financial resources and proactive decision-making. Traditional education often overlooks financial wellness, leaving many to navigate complex financial tools and options unaware, often resulting in default choices.

Mark empowers individuals with insights and empathy, guiding them to make informed choices and set clear, written goals. He is dedicated to ensuring that those he works with build and protect a future for themselves and their loved ones through deliberate planning and informed decisions.

Living most of his life in and around Denver, Colorado, he relocated to the western NY area in 2007. He and his family spend many summer weekends enjoying their family cottage in Honey Harbour, Ontario.