Mark Holder, CLU®, ChFC®

Wealth Management Advisor


My Mission

"Helping families and business owners protect, create and distribute wealth"  

-Mark Holder 


Mark Holder works with successful professionals in all aspects of financial planning assistance. In particular Mark's areas of expertise include Employee and Executive Benefit Planning, Business Continuation Planning, and Business Succession Planning.

Business Owner's Checklist

If you own or operate a business, Mark Holder recommends the following articles:

Click here to read additional articles. 

With a focused expertise on the business owner, Mark can provide guidance for any stage of your business:


Key Person Benefit Planning

“Key person life insurance is life insurance that a business owns on its valued and skilled employees to partially indemnify the business for the loss sustained upon the death of the key person.”

Key Person Life Insurance can:

  • help strengthen the credit of the business and provide cash for emergency needs.

  • indemnify the business for loss of a key person.

  • provides cash to pay outstanding obligations.

  • provides cash to hire a new employee to take over key person's duties. 

Largest Dividend Payout In Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history. Read more.

Retirement And Taxes: How To Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more.

These Lesser-Known, Affordable Vacation Spots Will Thrill Your Family

Here are 5 lesser-known, but still amazing vacation spots — and what to do while you’re there. Read more.


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck