Mark Finney, CFP®, CRPC®, AIF®

Mark Finney, CFP®, CRPC®, AIF®

CERTIFIED FINANCIAL PLANNER™

Mark, a CERTIFIED FINANCIAL PLANNER™ professional, joined McCarthy & Cox in October 2015. Mark has been in the industry for more than 18 years and has worked for PNC Investments as a financial advisor, Transamerica Capital as regional vice president, and most recently at US Bancorp Investments as vice president, senior financial advisor. He has the Chartered Retirement Planning Counselor℠ and Accredited Investment Fiduciary® (AIF®) designations and passed the CFP® examination in April 2017. Mark has also completed the program for the Investment Adviser Certified Compliance Professional® (IACCP®).

Mark has a BA in business administration from Ohio University cum laude. Mark enjoys spending as much time with the kids as he can. He is the Rotary Club of Marysville president. When not watching movies or following a few series on TV, he also spends time checking out the local cuisine and enjoying some competitive family game nights.

Mark and his wife, Elizabeth, were married in August 2012. They live in Milford Center with their children Adalyn, Aiden, and Austin.

What was your first job?
I worked at Finney Family Dental for a summer in Marion, Ohio, before college.

What is your favorite family holiday tradition?
Watching the kids wake up each morning in December and finding the crazy places their Elf on the Shelf is hiding.