Mark Sommer

Tenure:
We are especially pleased that Mark became a member of the Retirement Plan Solutions team in 2011.

Professional Background:
Mark spent the first twenty-five years of his working career in commercial banking.  While in commercial banking, Mark was involved in management of various areas, including consumer, commercial, and real estate lending, as well as branch banking operations.

Mark’s next twenty years were invested as an owner of a contract precision machining company in Wisconsin.  Mark’s focus and range of responsibilities included business development, maintenance and sales, primary responsibility for the administration of all employee benefits, and overall management of the staff and the company.

It was in this capacity as the sponsor of two defined benefit pension plans and one 401(k) plan that Mark met the Retirement Plan Solutions team, and became thoroughly familiar with the services we provide.   Mark joined the RPS Team with hope that his experiences as an employer sponsoring multiple corporate retirement plans will be beneficial in helping other employers and plan fiduciaries better understand the fiduciary standard to which they are held accountable under Federal law.  

Personal:
Mark and his wife Bonnie reside in Racine, Wisconsin, and have two daughters, two sons-in-law, and four grandchildren living in Wauwatosa, Wisconsin.

Bonnie and Mark enjoy spoiling their grandchildren and spending as much time as possible at their cottage on Lake DuBay in Northern Wisconsin.

Credentials:
Series 65 Uniform Advisor Law Registration
*Registration is held with Independent Financial Partners