Mark Jaeger, CFP®
Mark is a highly skilled business professional with extensive experience managing both large and small firms in the financial services industries. He focuses on strategic planning; growing and developing the business through operational effectiveness and client service offerings, with emphasis on practice management, investment management, compliance and technology.
He is currently developing a goals-based/life planning approach to retirement known as the “Encore Life”, helping people transition from a traditional career to whatever comes next. He is a founding member of the Encore Leader Network and a member of the Life Planning Network.
Mark has been previously engaged in merging the operations of Viridian and Appropriate Balance as Chief Operating Officer and Chief Compliance Officer.
While at Appropriate Balance his work centered around developing strategic direction and clarifying target markets, strengthening investment programs by introducing goals-based financial planning resulting in increased client satisfaction, and succession planning for the firm.
Prior to Appropriate Balance, Mark was the Chief Operating Officer and Chief Investment Officer for Moss Adams Wealth Advisors. While there, he led the transition of a small boutique planning firm through merger and integration into a leading accounting and consulting firm well known throughout the financial services industry.
Mark holds a Bachelor of Arts Degree in Economics from the University of Washington, and has earned Certified Financial Planner™, Chartered Financial Consultant®, and Chartered Life Underwriter® professional designations.