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Meet our financial planning team 

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Mark Niederhelman

Financial Consultant

Mark Niederhelman is a financial consultant bringing over 30 years experience in investments, financial services and education funding strategies. He also holds the duty of Business Development Manager. He is a graduate of Miami University’s School of Business with a degree in Finance and has his MBA from the University of Cincinnati.

Mark was a portfolio manager for Fifth Third Bank, managing equities for qualified retirement plans, not-for-profit organizations and trusts, and retired individuals. He also taught investment principles and strategies at the University of Cincinnati.

Mark was a member of the Board of Directors of the Miami University Alumni Association from 1994 to 1998, and served as its President during his final year. He was also on the Board of Directors for the Sigma Phi Epsilon Housing Corporation.

Mark is active in numerous civic, athletic and religious volunteer organizations.

 

 

Mark Niederhelman