Mark Koellner believes wealth is most meaningful when used with intention, to support the people, purposes, and causes that matter most. This philosophy shapes every aspect of his work as a financial advisor.

With over 19 years of experience, Mark serves high-net-worth individuals and families who want to make smart investments and lasting impact. As a Certified Financial Planner® and Chartered Retirement Planning Counselor®, he helps clients clarify their goals, shape them into actionable SMART goals, and create a comprehensive plan to support each meaningful spend – whether near-term or long-range.

At SteelPeak Wealth, Mark collaborates with a trusted network of attorneys, accountants, and other professionals to develop coordinated, forward-thinking strategies. His goal is to help clients make confident financial decisions that align with their values and protect their vision for the future.

Outside of his advisory work, Mark is a devoted husband and father of six, including the two four-legged kids. He enjoys cycling around White Rock Lake, cheering on his children at youth sports events, tending the yard, and staying active in his church and local community.

Mark is passionate about helping others live intentionally and steward their resources wisely – championing what matters most to them.