Mark Courtemanche, CLU, ChFC
President

Mark is a second-generation advisor, with over 30 years of experience offering a variety of insurance products and services. He has been registered as an Investment Adviser Representative for 12 years and able to provide a variety of investment products. With his license and registration he is able to help provide financial guidance to retirees and those nearing retirement.

Mark holds a bachelor’s degree from Bryant University with a concentration in finance. He earned the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from The American College of Financial Services.

Mark grew up in Lewiston, Maine, and has been a resident of the Triangle since 1998. He and his wife, Jen, have four children. When Mark isn’t working, you can find him playing softball or tennis with his friends or looking for his golf ball in the woods.

The CLU® & ChFC® mark is the property of The American College, which reserves sole rights to its use, and is used by permission.