900 S Capital of Texas Hwy, Ste 350, Austin, TX 78746
Phone: 630-354-0526 | Fax: 630-716-3059
Mark Essenfeld has over 19 years of experience helping people understand the impact of their current financial situation on their future aspirations, resulting in the development of creative, customized strategies designed specifically to address their unique priorities. Mark’s ability to listen intently and distill complex data and concepts into more easily understood language and relevant ideas has made him a trusted advisor among the clients he serves, forming the basis for long and meaningful relationships supported by an insistence on exceptional customer service.
Mark is a Certified Financial PlannerTM professional and an Accredited Investment Fiduciary with a Bachelor’s degree from DePaul University in Chicago, and a Master’s degree from Bowling Green State University in Ohio. In addition to his education and licensing, Mark has also been recognized as a Five Star Wealth Manager by Chicago Magazine, and by Cambridge Who’s Who® Among Executives, Professionals and Entrepreneurs.
Aside from his practice, Mark is interested in American history, politics, and music, having played the Trumpet professionally; and he has endured being a Cubs fan his whole life. Mark lives in Oswego, Illinois with his wife Donna after having raised seven children. He currently serves on the Board of Directors of Life’s Plan, Inc., a non-profit organization that provides Special Needs Trust access, charitable support encouraging self-sufficiency for those with special needs, and an affiliate of the Ray Graham Association.
Areas of Focus
- Wealth management
- Financial planning
- Tax planning
- Cash flow analysis
- Estate planning
- Purchasing/selling of a business
HUB International, owns and operates several other entities which provide various services to employers and individuals across the U.S.
*Some of the services listed above may be provided outside of HUB International and its affiliates.