Broker Check
Mark Lucaccioni, CFP®

Mark Lucaccioni, CFP®

Partner/Principal

With a professional experience spanning over two decades, Mark Lucaccioni, is a CERTIFIED FINANCIAL PLANNERTM, CFP®  and brings in-depth understanding of financial services and wealth management, with the mission to help people make informed financial decisions and objective investment choices.

A 1983 graduate of Loyola University. After graduating, Mark spent several years in South America selling agricultural equipment. He returned to the U.S. and began his Financial Services career with Securities America. He then spent several years as a Financial Advisor in the Credit Union industry. He was awarded his CFP® in August of 2005.

Mark has developed a focus in understanding client’s needs and developing an investment plan to address those needs. He understands that each client’s situation is different and that a “cookie cutter” investment approach does not meet different needs for each client.

Mark and his wife Susan live on 12 acres in Burlington Wisconsin and have two sons, Nick and Joe and their two dogs Cara and Cassie.  He enjoys camping, hiking, skiing, sailing, ATVing and flying.