Broker Check
Robert Mark

For the past 25 years I dedicated my career to helping corporate clients protect their balance sheets and income statements. Many challenging situations were addressed, and we successfully developed professional relationships with hundreds of clients who became trusted friends. I loved the challenge of helpings clients prosper by utilizing strategic risk transfer tactics.

When I retired from Lockton Companies, I knew there would be many things I would miss. Obviously working with an exceptional team of dedicated associates and frequent contact with trusted clients would leave a void. However, I am finding my new business career equally rewarding. Today I have the opportunity to help individual friends prosper financially as we provide counsel to help protect their assets. Frequently I am sharing specific principals I learned as we personally planned for life after Lockton.

Today I am associated with Cadeau and am helping friends and business owners who are serious about their financial future.

I enjoy focusing on the unique needs of retirees, transitioning boomers, and planful clients of all ages and stages. While Cadeau utilizes time-tested strategies, we are creatively applying tools to help our clients plan utilization of their accumulated assets for their retirement years.

I approach every client relationship considering what is best for them--fiduciary is not just a word or responsibility--it's who we are. You are the best evaluator of our value.