Mark Heller

In 2021, I discovered the Infinite Banking Concept through our mastermind group. After the zoom call, I immediately read Nelson Nash’s book. Once I read the book and dug a little deeper into the research, the power and concept highly intrigued me. Within a few days, I knew it was exactly what we needed for our financial security and lifestyle so I immediately started the process for a policy.

Over the last couple years, my knowledge and passion for IBC has grown tremendously in addition to my time sharing it with our friends and family. So much so, I decided to pivot out of property management and into IBC as a Wealth Strategist. I’m extremely grateful it crossed my path and look forward to teaching others how to create generational wealth.

When I’m not crunching numbers or helping friends with their real estate deals, I’m dialed into improving my health and wellness and enjoying our home and cats in southern WI. We travel often to beautiful beaches, visit Jen’s family Up North and find joy exploring our country’s many National Parks.

Please reach out to me if you are interested in changing the financial trajectory of your future, taking control of your money and creating true financial freedom. I’d be honored to serve you.