Mark Steffen

Mark is a CERTIFIED FINANCIAL PLANNER™ practitioner and a magna cum laude graduate of Boston College, where he earned a Bachelor of Science degree from the Carroll School of Management with concentrations in Finance and Economics. Outside of the office, he volunteers as a member of the Madison Beach and Recreation Commission. He previously served as a member of the Madison Economic Development Commission and as the Treasurer of the Madison Youth Basketball Association. Mark enjoys traveling with his family, playing basketball, surfing, and skiing. He lives in Madison with his wife, Amy, and their family.

Mark has over 20 years of experience in the financial services industry. As a Principal at the firm, his primary focus is working with high-net-worth individuals and families to help meet their financial planning goals, while also overseeing the firm’s financial planning process. Additionally, Mark is responsible for supervising the firm’s investment process and managing its internal investment strategies.

Mark co-founded Sightline Wealth Advisors LLC in 2015. Prior to establishing the firm, he spent 12 years at Ameriprise Financial (formerly American Express Financial Advisors).