With almost 40 years of experience in the financial services and life insurance industry, Mark Lalli has made it his mission to identify and meet the needs of his clients and advisors. With a commitment to collaboration and mentorship, Mark has focused on helping advisors grow and develop their practice. He has also made a career out of training and instructing the next generation of insurance industry professionals.
Over the years, Mark has been nationally recognized by companies such as MassMutual, Guardian, Sun Financial, and Ohio National for his achievements. While as an advisor he consistently qualified for MDRT and as a corporate VP continually met or exceeded company goals. He specializes in retirement and financial planning, business insurance, and estate planning.
Mark holds FINRA Series 6 and 63 as well as insurance life and health licenses. He graduated cum laude from the University of Utah with a BS in Consumer Science. While at the University of Utah, Mark was a pitcher on the baseball team.
When not at work, Mark enjoys spending time with his wife, Michelle, his five children, and eight grandchildren. An avid outdoorsman, he enjoys water and snow skiing, fly fishing and is an avid cyclist, riding his bike over 53,000 miles throughout the last ten years.