Mark Spirk, MBA, CFP®
CUSO Financial Services, L.P.* at UFCU
-Member education is essential to success.
Mark is a story person. He likes to know the unique backstory behind each of his individual clients. He’s interested in how they became the person they are today. Why? Mark says, “In my experience, our different life experiences mean that we all tend to bring certain biases to our decision-making processes. Sometimes this can actually undermine our ability to create, implement, and adhere to a plan.”
As a self-described creative type working in an analytical and data-heavy industry, Mark prefers an approach that is individualized for each Member. He’s learned that finding a reliable advisor to offer guidance through all of life’s financial challenges can seem intimidating at times, and he prides himself on presenting easy-to-understand solutions in a relaxed environment. Mark believes that educating Members is an essential component to any successful, long-term relationship. Plus, he believes that it’s critically important for Members to feel at ease with their decisions before, during, and after implementation.
Get to Know Mark
What is your favorite quote or saying?
“Money often costs too much.” — Ralph Waldo Emerson
What is your favorite sports team?
“The 2016 World Series Champion Chicago Cubs! Stop by the office to see my authentic Wrigley Field seats!”
What is your favorite holiday?
“July 4th, because it’s summertime, it’s baseball season, and it means grilling out with family and friends. And I always take a moment during the fireworks to think about how lucky I am to live in the USA.”
2016-2021 Five Star1 Award Winner