Mark L. Loomis, AAMS®
With over 35 years in financial services, Mark Loomis brings valuable insights to clients in the areas of high net worth financial planning and asset allocation.
Mark began his financial services career in 1985 at a small financial firm in Hershey, PA. He moved to the position of Financial Consultant in the Harrisburg, PA office of Charles Schwab in 1990. For 25 years, he worked closely with high-net worth clients. He helped clients find the best way to manage their portfolios by guiding them through their options from self-directed to fully-advised services. He retired from Charles Schwab in June, 2015. After one year of retirement, Mark decided to jump back into the industry and join River Wealth Advisors.
Mark earned a Bachelor of Business Administration degree with a minor in Finance from the Pennsylvania State University. In his free time, Mark can be found biking, fishing, reading and enjoying time with his family. Mark spends his summers on a lake in South Carolina and winters in Florida.
Mark loves working with the team at River Wealth and plans on continuing to work with his clients and colleagues for years to come.
Get to Know Me Better
What do you enjoy most about your current job?
I love keeping up with my clients and their families. The year after I retired from Charles Schwab, I felt a bit lost. But, getting back in the “game,” if you will, has kept my mind working.
What do you love most about being part of river wealth advisors?
I really enjoy working with my colleagues at River Wealth and I feel wanted as I am moving on in life. It’s so much fun to continue to be involved with all of my friends in the office.
What are your favorite hobbies?
Riding bikes, fishing and finding good wines.
what is your favorite book?
Catch-22 by Joseph Heller. In fact, I need to re-read it this year!
what was your first job?
Passing newspapers as a youngster in Harrisburg.
what are your bucket list vacation spots?
My wife and I would love to do a wine river cruise in France, Italy or some of the other European countries.
What's the best advice you've ever received?
I know this probably sounds a bit hokey but a year or so ago I read about the song Toby Keith wrote after a conversation he had with Clint Eastwood called “Don’t Let the Old Man in.” Keeping my mind and body in good shape are important to me!
