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Mark Boser

Director of Retirement Plan Services, Principal,  AIF®MBA

Mark serves as Director of Retirement Plan Services at Orgel Wealth Management and leads a team of dedicated retirement plan specialists that provide investment advisory, consulting and employee education services to corporate retirement plan clients. Mark has two decades of retirement plan consulting experience advising and guiding plan sponsors and fiduciaries. Mark previously served as a financial advisor and a consultant for other financial services organizations.

Mark earned his Bachelor of Science degree in finance from the University of Minnesota Carlson School of Management and Master of Business Administration degree from Bethel University in St. Paul, Minnesota. He holds the Accredited Investment Fiduciary®. Mark is on the Board for the Chippewa Valley Free Clinic and currently serves as Vice President. He also spends his free time as a volunteer coach for area youth basketball programs.