1261 Post Road Suite 100 | Fairfield, CT | 06824
I founded Retirement Income Resources, LLC in 2001 to work in a more focused way with employers needing effective and compliant guidance for their company-sponsored retirement plans. Our firm has been fortunate to serve dozens of employers and thousands of their employees across the U.S. in their quest to become financially independent. We have also worked with hundreds of families to help manage their personal financial assets before and into their retirement years.
Prior to founding Retirement Income Resources, LLC, I have been in the employee benefits business my entire professional career, starting with Travelers Insurance as my first job out of college. I immediately enjoyed the opportunity to learn how businesses of all sizes and types were started, how they grew, and what skills were had by the most successful owners and managers. Having exposure to a variety of industries in a rapidly changing world continues to keep me interested and engaged as I strive to help people prepare effectively for their financial futures.
In an ever-changing economic landscape, I continue my professional education while maintaining several financial services designations such as Chartered Financial Consultant (ChFC) and Chartered Retirement Planning Counselor (CRPC). Having decades-long relationships with many clients has been tremendously rewarding and provides motivation for our firm to continue providing effective financial planning guidance and asset management.
Downtime involves visiting children and grandchildren, cycling, golf, pickleball, and traveling. I spend my time in Fairfield, CT, Arden, NC, and Jupiter, FL during the year while enjoying my professional and personal life.
Helping you understand your financial assets and goals is the most important thing I do. With more than 25 years of financial services experience, I understand that every client has a unique situation. I listen to your specific needs to design a plan that is right for you and your family. As a managing partner and co-principal advisor of Retirement Income Resources, LLC, I am driven to make a difference in the lives of my clients by helping them plan and prepare for the financial future.
I believe that the ongoing education process is essential to the offering and delivery of financial advice. I graduated from the University of Connecticut in 1996 with Magna Cum Laude Honors- earning a Bachelor of Science in Finance and Economics. I have earned the right to use the Chartered Financial Analyst Designation, and hold the Series 7, 63 registrations along with Life and Health Insurance licenses.
My professional career which began in 1996 has included leadership positions with UBS Global Bank, GE Capital, Genworth Financial, and AssetMark. I have also spent time both working and studying the capital markets abroad in Maastricht, the Netherlands as well as Singapore. The experience and training acquired in each of these positions have led me to my current role at Retirement Income Resources, LLC- which I joined in 2018.
Outside of work, I enjoy spending time with my wife and 2 children. I’ve been an active volunteer in my community as a coach with youth recreation and travel sports, a presenter for the Junior Achievement of Fairfield County program, a regular guest speaker on Personal Finance and Investments at Trumbull High School, and as a Mentor to college business students at the University of Connecticut. I enjoy being active in nearly any sport- with my most recent passion being Pickleball.
Mark G. WillisVice President & Financial Advisor
Mark has worked in the employee benefits and investment management business for more than 35 years. Most recently he served as Vice President, Eastern Region, for ING Investment Management. He holds several advanced industry designations including Certified Employee Benefit Specialist, Certified Fund Specialist and Chartered Retirement Plans Specialist. Mark assists his individual clients with their goals for a dignified and secure retirement.
Mark lives in Simsbury, CT with his wife Patty. He is a volunteer with the Connecticut Money School which helps to educate low income families about basic banking and investment concepts. Mark enjoys tennis, platform tennis, skiing, golf and boating.
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