
Timeline
About me
Jesus Follower/Husband/Father, President/Retirement Planning Specialist* @ Woodbury Wealth Management/Equitable Advisors
Education

Valparaiso university school of law
2001 - 2003Estate and tax law2002 Summer Law Program at Cambridge University

Woodbury senior high school
1993 - 1997High school diploma
University of wisconsin-eau claire
2003 - 2004M.ed. p.d. communication, motivation, and leadership. nflActivities and Societies: Graduate Assistant Football Coach

Harvard university
2016 - 2016Investments investments and securities
Columbia university
2022 - 2022Credential holistic financial coach holistic financial coaching
University of pennsylvania - the wharton school
2015 - 2015Retirement planning specialist certification investments and securitiesContinuing Education 2018

University of st. thomas
2013 - 2014Executive certificate in financial planning finance and financial management servicesGeneral Principles of Finance and Financial Planning Insurance Planning Employee Benefits Planning Investment and Securities Planning State and Federal Income Tax Planning Estate Tax, Gift Tax, and Transfer Tax Planning Asset Protection Planning Retirement Planning Estate Planning Financial planning and consulting

Gustavus adolphus college
1997 - 2001B.a. business managementActivities and Societies: Football
Experience

Elancourt templiers
Jan 2005 - Jun 2005Associate head coach / offensive coordinatorResponsible for installing offense, game plans and play calling; assisted with defensive game plans and coached defensive backfield. Served as an American Ambassador of football in France.Accomplishments Effectively used multiple communication styles to overcome language barrier Successfully coached team to EFAF Cup Final becoming first team to reach final in that team’s first year of EFAF Cup Competition

Guilford college
Jan 2005 - Jan 2010Assistant head football coachResponsible for Offense, Quarterbacks, Running Backs, purchasing equipment, recruiting, and the strength and conditioning program.Accomplishments Five Year Offensive Average of 32 points, 450 total yards and 350 passing yards per game 50 game streak calling plays without being shutout Broke over 50 Offensive Records (Guilford, ODAC, and NCAA) Coached All-Time Leading Passer in Division 3, Josh Vogelbach and four All-American Wide Receivers Recruited 2009 ODAC Rookie of Year (Daniel Biggerstaff) and recruited 2007 D3Football.com South Region Freshman of Year (Adam Irving) Successfully negotiated with manufacturers that allowed students to purchase apparel at discount prices Effectively advised other coaches regarding recruiting practices resulting in a 400% increase Show less

Woodbury wealth management / equitable advisors
May 2010 - nowPresident / retirement planning specialist*Licenses Obtained: *Series 7 *Series 66 *Life, Accident, and Health InsuranceWe specialize in Financial Planning, Estate Planning, Tax Efficient Investment Strategies, and Inheritance Planning. We aim to provide a client experience where we take a proactive communication approach, built on honesty and trust to provide our clients a peace of mind that they know their individual goals and objectives are being addressed so that they can have restful nights of sleep not worrying about a variety of financial issues.We serve others while keeping our priorities in line, our priorities are: 1. Faith, 2. Family, 3. Friends, 4. Finances, 5. Fitness, 6. Fun. We also serve our clients by utilizing our educational knowledge and our personal experiences to educate our clients and their heirs about investment allocation, tax planning, estate planning, and risk management.At Woodbury Wealth Management, we build lifelong relationships with clients based on TRUST, HONESTY, & LOYALTY. Our client’s best interests are what is important to us. And we treat our clients how we want to be treated.Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer / Equitable Advisors, LLC, an SEC-registered investment advisor. Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V Woodbury Wealth Management is not owned or operated by Equitable Advisors or Equitable Network.AR Insurance License #15873306CA Insurance License #0H90729 Show less
Licenses & Certifications

Certified financial planner tm
Honors & Awards
- Awarded to Mark Hargis, CFP®Retirement Planning Specialist AXA Equitable, LLC and AXA Advisors, LLC Aug 2015 Mark W. Hargis, CFP® Professional has earned a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania, and has been awarded AXA Advisors' Retirement Planning Specialist title for completing the AXA Equitable At Retirement(R) education program. Only a select group of AXA Advisors financial professionals nationwide qualify for and complete this elite program. The Wharton program is part of AXA Equitable's overall commitment to providing clients with the… Show more Mark W. Hargis, CFP® Professional has earned a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania, and has been awarded AXA Advisors' Retirement Planning Specialist title for completing the AXA Equitable At Retirement(R) education program. Only a select group of AXA Advisors financial professionals nationwide qualify for and complete this elite program. The Wharton program is part of AXA Equitable's overall commitment to providing clients with the most comprehensive and up-to-date information on a broad range of financial topics related to retirement. AXA Equitable Life Insurance Company (NY,NY) and AXA Advisors are affiliated companies. GE-94616(06/14)(exp.06/16) Show less
- Awarded to Mark Hargis, CFP®Best Financial Advisor 2015 Woodbury Magazine Apr 2015 http://woodburymag.com/building-woodbury-your-best-2015-winners
- Awarded to Mark Hargis, CFP®CERTIFIED FINANCIAL PLANNER TM CFP Board of Standards Sep 2014 The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to… Show more The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 69,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net. Show less
Languages
- enEnglish
- fiFinance
- foFootball
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