Mark McLennon

Mark McLennon

JD, CLU®, ChFC®, CFP®, CPA/PFS

Mark McLennon, Adjunct Professor of Business Planning

Assistant Professor of Business Planning

CLU® Program Director

Areas of Expertise:

Business Planning, Estate Planning, Executive Compensation, Financial Planning, Life Insurance Planning, Retirement Planning, Wealth Management

BSA, Marquette University
JD, Northern Illinois University College of Law

About

Mark McLennon is Director of the Chartered Life Underwriter® (CLU®) Education Program and an Assistant Professor of Business Planning at the American College of Financial Services teaching in the CLU®, MSFS, and AEP® programs. He also manages an independent consulting practice. He has worked with the business, financial, and estate planning concerns of entrepreneurs, key employees, and other professionals as a financial services company executive, consultant in the tax division of Arthur Andersen & Co., and worked as an attorney in the estate planning group of a large Milwaukee law firm.

McLennon spent over two decades at Northwestern Mutual, joining the company as an advanced planning attorney after holding a similar position for several years at Allstate.  He ultimately took on strategic roles that included responsibility for growth in the firm’s investment advisory and trust businesses, as well as oversight of the fee-based financial planning program, personal trust administration, and wealth management advisor training and onboarding efforts. He played a key role in numerous enterprise-level initiatives, including the development of life insurance products for the estate market, trust services, financial planning, and private client services programs, as well as early and ongoing transformative efforts to accelerate the move of financial services professionals towards becoming their clients’ most trusted advisors.

Courses

HS 331 Planning for the Business Owner and Professional

HS 334 Estate Planning Applications

GS 838 Business Succession Planning