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portrait of Mark R Hartman

About Mark

I value strong, long-term relationships. It's probably ingrained from my family's 150-year connection to this community. I am among the newer generations born and raised here and share quality time with family scattered around this area. Regardless of where it came from, I see the theme of long-term relationships all around my life – with my family, my branch team and the clients I serve.

I've built the long-term relationships I treasure with so many clients, relationships based on trust and mutual understanding. Our branch moves beyond basic investing and works to understand what is most important in clients' lives,...

Focus Areas

  • Estate and legacy strategies
  • Intergenerational planning
  • Retirement income strategies
  • Wealth strategies

Work History

  • Edward JonesJanuary 2002 to Current

Team Members

  • Marion Jeffery
    Sr. Branch Office Administrator
  • Shauna Maier
    Sr. Branch Office Administrator

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