Mark Deters, AI F®, Qka®
About Mark Deters, AI F®, Qka®
Mark Deters serves as the Managing Director at Lockton Retirement Services, part of Creative Planning, since 2022. With extensive experience in retirement planning and a commitment to simplifying complex regulations for clients, he has held various roles in financial services since the late 1990s.
Work at Creative Planning
Mark Deters serves as the Managing Director at Lockton Retirement Services, an offering of Creative Planning, since 2022. He operates from New York, United States, where he has been instrumental in enhancing retirement planning services. His role involves overseeing retirement strategies and ensuring that clients receive comprehensive support tailored to their needs.
Previous Experience in Retirement Consulting
Prior to joining Creative Planning, Mark Deters worked at Sentinel Benefits & Financial Group as a Retirement Plan Consultant from 2015 to 2022. He has extensive experience in the retirement sector, having also held positions at Paychex as a Large Market Retirement Consultant and a Retirement Consultant from 2011 to 2015. His background includes a significant tenure at Morgan Stanley as a Financial Advisor for one year.
Educational Background
Mark Deters earned a Bachelor's Degree in Business Administration and Management from James Madison University, where he studied from 1994 to 1998. He completed his high school education at Northport Senior High School, achieving a High School Diploma from 1990 to 1994.
Professional Designations and Specialization
Mark Deters holds the professional designations AI F® and Qka®. He specializes in simplifying complex retirement planning rules and regulations, aiming to empower clients in their retirement decisions. His focus is on making retirement strategies more accessible and less intimidating for clients.
Career History in Sales and Consulting
Mark Deters has a diverse career history that includes working as a Digital Solutions Sales Consultant at Canon Business Solutions from 1998 to 2006. He also spent four years at Paychex, Inc. as a Retirement Consultant from 2006 to 2010. His varied roles have contributed to his expertise in financial consulting and retirement planning.