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We welcome the opportunity to learn more about your goals, whether you are preparing for retirement, managing a growing business, or seeking a more coordinated approach to wealth management
The greatest privilege of being part of the Whittaker Team is the opportunity to work alongside family while helping other families achieve their financial goals. Building lifelong relationships and serving multiple generations of the same family has been one of the most rewarding aspects of my career.
To me, improving our clients’ lives means providing clarity and confidence during some of life’s most important financial decisions. Whether helping someone prepare for retirement, minimize taxes, transition a business, or leave a legacy, our goal is to simplify complexity so our clients can focus on what matters most.
When I’m not working, I love spending time creating memories with my wife and our eleven children and their families. I also enjoy fishing, cycling, exploring the outdoors, and serving in my church and community.
Email: markw@trekfinancial.com
Mark Whittaker serves as a Financial Advisor and Certified Public Accountant with the Whittaker Team, bringing more than four decades of experience helping individuals, families, retirees, and business owners make informed financial decisions. Since becoming an investment advisor in 2003, Mark has been committed to integrating tax planning, investment management, and comprehensive financial planning into a coordinated strategy designed to help clients preserve, grow, and transfer wealth.
Mark has built a distinguished career advising clients through changing tax laws, evolving financial markets, and multiple economic cycles. He also holds the Personal Financial Specialist (PFS) and Certified Plan Fiduciary Advisor (CPFA) designations, reflecting his expertise in comprehensive financial planning and retirement plan consulting.
Prior to co-founding the Whittaker Team, Mark spent many years with Hawkins Cloward & Simister, where he ultimately served as Managing Partner. Following the firm’s acquisition by Eide Bailly LLP, he continued serving clients while further expanding his experience within one of the nation’s leading CPA firms.
In 2021, Mark officially retired from public accounting to focus his attention on financial planning for his growing clientele. Mark loves working from home and delivering exceptional client service.
We welcome the opportunity to learn more about your goals, whether you are preparing for retirement, managing a growing business, or seeking a more coordinated approach to wealth management