Mark McLennon

Mark McLennon

JD, CLU®, ChFC®, CFP®, CPA/PFS

Mark McLennon, Adjunct Professor of Business Planning

Adjunct Professor of Business Planning

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 an Adjunct Professor of Business Planning at the American College of Financial Services. He is the former CLU Program Director and he is a Professor for HS 330 and HS 331.

He currently serves as a Trust Strategist with Baird Trust. His experience includes serving as a consultant in the tax division of Arthur Andersen & Co., and as an attorney in the estate planning group of a large Milwaukee law firm. Mark 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.

At Northwestern, he took on strategic roles that included responsibility for growth in the firm’s investment advisory and trust business, oversight of the fee-based financial planning program, personal trust administration, and wealth management advisor training Mark played a key role in numerous enterprise-level initiatives including the development of life insurance products for the estate planning market, trust services, financial planning, and private client services programs.

Courses

HS 331 Planning for the Business Owner and Professional

HS 334 Estate Planning Applications

GS 838 Business Succession Strategies