Meet Mark

Mark Brenneman, CFP®, AIF®

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I’m passionate about working with business owners and employees to help them achieve financial success through their company’s retirement benefits program. I work to bring simplicity to a complex subject matter. My goal is to empower our clients with the clarity to take charge of their financial wellness. I’m grateful for the ability to work with local businesses and for the opportunity to use my knowledge and experience to serve the residents of the Shenandoah Valley.

After graduating from Broadway High School, I attended Bridgewater College, where I earned degrees in business administration and economics. I currently hold the FINRA Series 6, 7, 65 and 63 securities registrations through Commonwealth Financial Network®, as well as my life and health insurance licenses. I became a CERTIFIED FINANCIAL PLANNER™ professional in 2013.

My daughter, Ava, occupies much of my time away from work. We can be found enjoying the great outdoors at a park near you! My wife and I currently reside in Harrisonburg where we enjoy cooking, traveling, and entertaining. We appreciate music, local culture, and events, and welcome every opportunity to give back to this wonderful community that we call home.

This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KY, LA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TX, VA, WA, WV. No offers may be made outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank or financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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Stern & Heatwole Financial Group    305 Lucy Drive, Harrisonburg, VA 22801      |      Phone: 540-438-0547      |      Fax: 540-438-5647