Mark McCallum

As a Managing Partner and Wealth Advisor, Mark helps lead the firm’s five locations in Palatine, Naperville, Valparaiso, Farmington Hills and Saginaw. In addition to overseeing the growth and operations of the firm, Mark believes the foundation of financial planning begins with recognizing that every person’s financial and life situation is unique.

Mark has been helping clients pursue financial independence since 2009. Prior to joining Carson Wealth, he built his career as a CFP® professional at several leading firms in the industry, including Morgan Stanley, Charles Schwab and BMO Harris Financial Advisors. Before becoming a financial advisor, Mark worked in real estate development.

Mark earned a Bachelor of Science in Civil Engineering from the University of Iowa and later completed his MBA at Colorado State University. His passion for learning continued as he completed the extensive coursework and examination requirements to earn his CFP® certification.

Mark and his wife, Kelly, are the proud parents of three children, ages 18, 14 and 10. Their golden retriever, Penny, is also part of the family and is known to make occasional appearances at the office, where she enjoys comforting clients and coworkers alike.

In his free time, Mark enjoys skiing, hiking and gardening, and can often be found on the sidelines cheering on his 10-year-old at soccer games. If you were to ask his family, they would say Mark still spends plenty of evenings immersed in financial planning and researching investments—usually with a spreadsheet or two open.