Mark Hayek, who joined Integrated Wealth Management in August 2009, has 24 years of experience in the financial services field, sixteen of which were spent working with individual investors at UBS Financial Services Inc. as Vice President-Investments and Retirement Planning Consultant. Prior to UBS, he worked with high net worth entertainment clients and their advisors on behalf of Kemper Securities. Mark focuses on retirement planning and has exceptional knowledge in the area of wealth preservation strategies through estate planning and trusts. He has worked with large estates in divisions and complex lifestyle planning. Mark is a member of the Desert Estate Planning Council and serves on its board as President.

As Vice President & Senior Financial Advisor at Integrated Wealth Management, Mark helps clients take charge of the fi nancial issues that may arise as a result of major life events by customizing investment strategies to pursue each client’s unique needs.

Reesa Manning and Mark Hayek work as a team to develop customized investment strategies designed to minimize the financial impact of major life changes.