Menu

Mark Deters

AIF®, QKA

Retirement Plan Advisor

Professional Experience

Mark joined Sentinel Benefits & Financial Group in 2015 as a Retirement Plan Advisor. With fifteen years of experience in the field of retirement, Mark consults both for-profit and not-for-profit plan sponsors in the areas of investment selection and fiduciary oversight within retirement plans. Although, his area of focus is in the design, implementation, communication, and administration of qualified and non-qualified retirement plans, Mark’s team also advises clients on benefits such as Flexible Spending Accounts, Health Savings Accounts, Transit & Parking Benefits, and Health Plans to offer the client one provider for all of their benefit needs. In addition to corporate retirement planning, Mark also works with individual investors to help them prepare, execute, and monitor their personal financial plans.

To Mark, his role is about building relationships with people and taking the time to improve his clients’ lives. He is dedicated and his passion for his work is evident to his colleagues and clients.
 

Educational Background and Certifications

  • James Madison University, Harrisonburg, VA – Bachelor of Business Administration, 1998
  • Accredited Investment Fiduciary, AIF®
  • FINRA Series 7 & 66
  • Qualified 401(k) Administrator (QKA), American Society of Pension Actuaries