Mark A Holder, CLU®, ChFC®, CFP®
Wealth Management Advisor


Imlay & Holder Wealth

Professional

Before Mark Holder can speak intelligently about the services that might be appropriate for you and your family, he needs to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know Mark.

Mark has been servicing his clients for 21 years. He has his series 6, 65, 63 and 7 security licenses as well as advanced designations such as  CLU® and ChFC® from the American College of Financial Services.

The Chartered Life Underwriter® is the world's most respected designation of insurance expertise.

This designation signifies Mark is proficcient in:

  1. Providing guidance to clients on types and amounts of life insurance needed
  2. Making recommendations on aspects of risk management, including personal and business uses of a variety of insurance solutions
  3. Providing guidance to clients on legal aspects of life insurance contracts and beneficiaries
  4. Assisting clients in making decisions about estate planning, including proper holding of assets and title to assets, as well as the implications of various wills and trust arrangements on financial, retirement and succession planning issues

The Chartered Financial Consultant® program addresses the areas where the rules change a bit, such as behavioral finance, financial planning for families with special needs dependents, small business planning, financial planning for divorce, and much more.

For more than 30 years, Certified Financial Planner™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements and provide a holistic, personalized approach to put their clients' interests first. That's why partnering with a CFP® professional gives consumers confidence today and a more secure tomorrow.

Mark is a member of NAIFA, the National Association of Insurance and Financial Advisors. 

Mark is a recipient of the NAIFA's longest-standing award, the National Quality Award, which recognizes NAIFA members for competence and dedication as indicated by their persistency records. Those who qualify for the NQA understand their clients' needs. The policies they sell remain in force for when their clients need them most.  Mark Holder is also a recipient of NAIFA's Sales Achievement Award.
  
 

 

 

 

 

 

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 2005, 2009

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

National Quality Award 2004, 2008-2010

Award recognizing persistency and performance

 

National Sales Achievement Award 2008-2010

Award recognizing performance

 

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