Meet Mark

​Mark Schlipman is a Financial Advisor and founded Schlipman Wealth Advisors. Schlipman Wealth Advisors is a strategic partner with Carson Partners.

Mark is an Accredited Investment Fiduciary Professional and a Certified Exit Planning Advisor.

Mark is a graduate of the University of Kansas and has continued his education at the American College and University of Phoenix, taking courses in Business Continuation, Portfolio Investment Strategies, and Financial & Estate Planning.

Mark’s professional affiliations and memberships include being the past President of the West Central Illinois Association of Insurance and Financial Advisors. As an adjunct John Wood Community College faculty member, Mark teaches a course in financial planning, strategic investment strategies, and Social Security retirement options.

In the past, Mark was featured on WTAD Radio, Mondays at 8 am for the “Mary & Mark Show”. Mark is a past board member of the Quincy Noon Kiwanis, a past President of the Quincy Museum, a past board member of the American Red Cross, and a current board member of The Advocacy Network for Children / CASA.

Mark’s charitable interests focus on St. Jude, Moving Works, KU Williams Foundation, and local high school programs.

Mark and his wife, Tricia, reside in Quincy, IL, and have two wonderful children and a dog, Zeus. He enjoys spending time with his family and friends, swimming, boating, vacationing, and cheering on the University of Kansas Jayhawks men’s basketball team.


Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera Advisor Networks LLC, or CWM, LLC.

Favorite food:

Pan Seared Ahi Tuna with a glass of cabernet

Favorite quote:

“If you live each day as if it was your last, some day you’ll most certainly be right.”

Best piece of financial advice received:

“Wide diversification is only required when investors do not understand what they are doing.”

Favorite holiday:


Favorite movie:

The Godfather II

Hidden talent:

Architectural Design

If Mark could meet anyone, past or present, it would be:


What motivates Mark:

Taking something and changing it for the better

Place Mark would most like to visit:

To stay in a beach hut over the water in Tahiti

Favorite book:

Biography of Steve Jobs

Something on Mark’s bucket list:

A week in Napa Valley with his wife

Biggest accomplishment:

Two amazing kids

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