Mark L. Blom, CFP®

Managing Director, Senior Wealth Manager

Mark is a CERTIFIED FINANCIAL PLANNER™ professional and his main responsibilities include managing and monitoring client portfolios, researching and monitoring our mutual fund investments, financial planning and reviewing portfolios with clients. Prior to joining our team, Mark was involved in portfolio and wealth management at Charles Schwab & Co. and Clarity Financial, LLC.

Mark earned a bachelor’s degree in Business Management from Central College.

Outside of my professional career I am passionate about:
I am passionate about living life and fully engaging in many activities; tennis, pickleball, working out, family, yard work, photography, and football.

What drew you to the wealth management industry?
What drew me into wealth management was being able to work in an industry that centered on investing and having your money working for you.

What is the most rewarding part of being a BFSG Team Member?
The teamwork, collaboration, and being around great people.

The one word or phrase that best describes me is:
The word that best describes me would be Disciplined.

What’s the best piece of advice you have ever been given and how might this apply to your role here at BFSG?
Work hard and do the right thing even when no one is watching.

Estate Planning

Mapping Your Legacy.

You have worked hard to create a lasting legacy. We review your estate plan and coordinate with your attorney (or we can provide referrals to our extensive network) to make sure your estate plan truly reflects your wishes. We utilize various planning techniques to help you transfer wealth in tax-efficient ways and make sure you and your heirs are protected by focusing on:

Making sure the trust is up to date given recent legislation changes.

Avoid probate and keep your affairs private.

Develop a plan for a tax efficient wealth transfer.

Protect your heirs from others and potentially themselves.

Reduce potential family conflict after your death.

Verify you have proper beneficiary designations.

Note: BFSG is neither a law firm, nor a certified public accounting firm, and no portion of the website content should be construed as legal or accounting advice.

A Widow In Transition: Lisa

Lisa unexpectedly lost her husband in an accident. She feels overwhelmed trying to manage the finances and make decisions about his belongings, their home, and her future. Lisa reached out for guidance and help during this difficult time.