Our Team
At Mark Capital Management, we believe you deserve to live the retirement of your dreams. That’s why we’ve dedicated our lives to helping clients design and implement successful financial strategies to reach their goals. If you’re looking for a team to guide you at every step on your retirement journey, we’re here to help.
Ron Mark President
Ron Mark has been providing expertise in the financial markets for over three decades, with a concentration in investment strategies, tax-efficient retirement income planning, and legacy wealth building.
Ron is committed to guiding his clients through the present volatile market, offering tax-free income and life insurance plans, long-term care, and principal protection plans. Ron is passionate about equipping both men and women to ensure they are properly prepared for retirement regarding their assets.
Utilizing his knowledge in insurance and business management, he is devoted to informing, protecting, and educating his customers, allowing them to attain their individual financial and estate objectives. Ron holds a bachelor’s degree in finance from The University of Illinois.
Additionally, Ron is a financial educator through the National Society of Financial Educators, a member of the Society for Financial Awareness, and was previous board members of the University of Illinois Alumni Association, and of CASL, where he administered finance and risk management tasks. Away from work, Ron enjoys spending time with his family and indulging in hobbies such as martial arts, cooking, traveling, and golf.
Susanna Jung Director of Operations
Kaitlyn Eng Client Service Specialist
Strategic Partners
Marc D. Sherman Estate Planner
The MCM difference: We build financial systems not product portfolios.
Retirement, Stress-Tested
How FORTRESS Works
FORTRESS is our retirement stress-testing process. We pressure-test your current strategy, strengthen the areas that need it, then keep watch as life, markets and tax laws change. It’s three clear steps resulting in one coordinated plan.
1. Stress Test
We examine your current strategy across income, investments, taxes, Social Security, healthcare and estate, then put it to the test against the scenarios retirement can throw at you. You see exactly where you stand and where the weak spots are.
2. Fortify
We shore up the areas that need attention and bring every piece into one coordinated plan: your retirement FORTRESS. No more loose ends working against each other.
3. Monitor
Markets move. Tax laws change. Your life does too. We keep watch and adjust your strategy over time, so the plan you count on today still fits the retirement you're actually living.
COMPLIMENTARY EBOOK: Want to Simplify Your Retirement Strategy?
Planning for your later years doesn’t have to feel like navigating a maze. In Retire with Simplicity and Clarity, financial advisor Ron Mark cuts through the financial clutter to tackle the hidden blind spots that often catch retirees off guard.
What you'll discover:
Hidden Blind Spots: Learn how to spot and manage 10 common oversights that may impact your long-term security.
Long-Term Care Planning: Find strategies to manage long-term medical care costs, protecting your savings and quality of life.
Tax Rate Impact Mitigation: Learn how potential tax increases could affect your retirement savings and discover strategies to minimize their consequences.
Download your copy and start taking control of your financial future today!
Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Annuities are not bank or FDIC insured.
READ MORE ABOUT Our Services Below
We’re independent, so we can help you develop your custom financial strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.
IRA Legacy
Planning
Tax-Efficient
Strategies
Retirement
Income Strategies
Asset Protection
Strategies
IRA/401(k)
Rollovers
Annuities
The MCM Difference
We Build Financial Systems, Not Product Portfolios.
Most advisors manage accounts. We engineer a coordinated financial architecture — where every strategy is designed in advance to solve a specific failure mode before it occurs. Tax erosion, LTC exposure, market sequence, longevity — each one addressed by a dedicated component of the system that works whether markets are up, down, or flat. What you are looking at is not a collection of financial products. It is a structure built to protect everything you have spent a lifetime creating.
Attend Our Upcoming Event
We host an array of events throughout the year designed to help you get to know us — and all we offer — better. We’d love to meet you and help you feel more confident in your journey.
Check back later for more events!
Contact Us
Share a few details with us, and you’ll be on your way to our first meeting. We can’t wait to get to know you and your goals and dreams.
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