About Us

Mark Agre CFP®


As a CERTIFIED FINANCIAL PLANNER professional, Mark has more than 22 years of financial planning experience. Focusing on what is important for the client is Mark’s key to investment planning, risk management, portfolio analysis, retirement planning, tax planning, and legacy and estate planning. From this, Mark's experience has brought him in touch with a number of Kansas City charitable organizations.

Mark and his wife, Susan, enjoy a good adventure. They live in Stilwell, Kansas, with their teenage sons, Zach and Blake. When they are not traveling, Mark can be found tending to his garden or spending time with good friends.

Fun facts: Mark was a disc jockey at a number of commercial radio stations throughout his college years. He also appeared on television in the network game show Family Feud twice with his family.