Mark Willis, CFP®, is a dedicated financial professional and the founder of Lake Growth Financial Services, located in St. Charles, IL. Since entering the financial services industry, Mark has been driven by a deep passion to help individuals and families achieve their financial goals and create lasting security. Mark’s journey into the financial services industry was shaped by his personal experience during the 2008 Global Financial Crisis, when he faced overwhelming six-figure student loan debt. This experience not only ignited his own desire for financial education but also inspired him to help others avoid similar financial pitfalls.

Today, Mark specializes in a unique approach to financial planning the Bank On Yourself® strategy, income maximization and retirement planning, and the use of cash value life insurance in practical spaces like real estate investing, business ownership, and retirement income. His goal is to offer his clients strategies that allow them to grow their wealth safely and predictably, without unnecessary risk.

Mark’s professional journey has been deeply influenced by his involvement with NAIFA, where he has been a member since 2021. NAIFA has played an essential role in his career, providing resources for professional development, networking opportunities, and most importantly, advocacy for the financial services industry. Mark believes that NAIFA’s political advocacy—particularly around fiduciary standards—has been crucial to ensuring that advisors can continue to provide their clients with trusted and meaningful advice.

Outside of his practice, Mark is committed to giving back to his community. He is active in both political and charitable causes, focusing on community development and promoting independent, critical thinking among young people. He believes in the power of advocacy, education, and service to make a real difference in both the financial industry and society at large.

For those considering a career in financial services, Mark highly recommends the field for its ability to provide both personal and professional fulfillment. Financial planning is a dynamic, intellectually rewarding career where advisors have the opportunity to make a lasting impact on their clients’ lives. Mark also encourages other professionals to consider joining NAIFA, citing the organization’s unparalleled support and its dedication to improving the financial services industry.

Through Lake Growth Financial Services and his podcast, Not Your Average Financial Podcast, Mark continues to help clients build secure financial futures. By offering reliable and strategic wealth-building solutions, Mark is dedicated to helping families and individuals achieve financial security and reach their long-term goals.