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Mark Pniak, CFP®, AEP®

Mark Pniak, CFP®, AEP®

Wealth Advisor at Choreo

Cherry Valley, Illinois

Mark is a highly motivated, charismatic and detail-oriented finance professional with experience in financial planning, portfolio management, tax planning and generational wealth transfer strategies.

Mark works with high-net worth individuals, families, businesses and foundations make smart financial decisions to help them achieve their unique goals.


Experience:

  • Trader (Savant Capital Management)
  • Wealth Advisor (Choreo)
  • Director - Wealth Management (RSM US LLP)
  • Junior Portfolio Manager (Northwind Resources)
  • Senior Trader (HTG Capital Partners, LLC)

Skills:

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