Financial Planning Partner
Mark P. Haye is a financial and insurance professional, born and raised in Toledo, Ohio. Mark is also a Published author in retirement planning. With a bachelor’s degree and an MBA in finance from the University of Toledo, Mark has extensive knowledge and experience in a variety of financial topics, including investment planning, retirement planning, estate planning, and tax planning. He has helped countless individuals, businesses, and large estates pursue their financial goals and attain financial freedom.
Mark has received numerous awards and recognitions, including membership in the prestigious Million Dollar Round Table, as well as earning several Court of the Table and Top of the Table distinctions. In 2017, Mark was honored to be selected as one of the top 4 advisors under 40 by the National Association of Insurance and financial advisors (NAIFA). Mark is also a sought-after speaker and has spoken at multiple events all around the world, helping other advisors improve their business practices.
Mark’s approach to financial planning is holistic and conceptual, and he prides himself on being very hands-on with each and every client. His favorite quote is “Service is the substance of value,” and he works hard to provide exceptional service and education to his clients, helping them achieve financial freedom and pass wealth down to future generations. While not a doctor or a counselor, Mark is passionate about sharing his personal experiences and expertise with others to help them pursue their financial goals.
- Advisor – 21st
- Financial Planning Partner – Drive Planning