I have been a financial advisor with Edward Jones since June 2000, assisting individuals and business owners in the Chicagoland area with organizing, building, protecting and transferring wealth. Getting to know my clients is a top priority to develop the appropriate strategies to achieve their financial goals. My office is located in the Lincoln Square neighborhood of Chicago.
I have always believed that financial strategies are the most important aspect of investing. This belief, combined with the desire to separate myself from all the other financial advisors in the business, inspired me to obtain the CFP® designation in March 2010. Before that, I earned the AAMS® designation in April 2006. I received my bachelor's degree from the Indiana University School of Business in 1998. I am Series 7 and Series 66 registered in 24 states, and also insurance licensed in many of these states.
Outside of work, I love spending time with my family. My wife, Monica, and I are raising our two sons: Mateo and Marco. We enjoy beach and ski vacations, attending sporting events and concerts, playing and listening to music, and playing with our rescue dog, Forrest. Being a father has given me a new perspective on protecting the financial future of the ones we care most about while living life to its fullest.
I am committed to partnering with you in setting personalized financial goals and customized strategies. I will help you achieve your financial goals while providing you the best in client service excellence.
Phone NumberMark A Koznicki at (773) 334-6840
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