Mark Jensen
Senior Vice President
HUB Retirement and Wealth Management
Background
Mark Jensen brings over 20 years of financial services expertise to his role as Senior Vice President. In this capacity, Mark provides sophisticated investment and insurance guidance that seeks to help clients strategically grow and address risk to their wealth. Under his management, Mark oversees $200M+ in client assets.
As an advisor, Mark excels at understanding each client’s unique needs and motivations when constructing tailored financial plans. He manages key client relationships and identifies new client opportunities that match their financial planning and investing goals.
Mark sets himself apart by offering clients a diverse mix of traditional and modern investment solutions, including alternative assets. His ability to balance time-tested strategies like IRAs with new, cutting-edge options helps clients construct holistic portfolios aligned with their risk tolerance and growth objectives.
Before joining HUB Retirement and Wealth Management, Mark owned and operated a successful mortgage business.
Mark attributes his success to his amazing support team at HUB and forging genuine connections with clients by providing individualized guidance to help them work towards achieving financial confidence.
Mark’s favorite hobby is watching his boys Matthew and Andrew compete in travel sports (baseball and basketball).
Areas of Focus
- Wealth Management
- Financial Planning
- Investment Advisory
- Tax and Estate Planning Strategies