About


Mark brings decades of experience in both financial services and information technology to his current role as financial advisor at Wealth Enhancement Group. He enjoys helping his clients understand how their values can shape their financial plan for retirement and estate planning strategy. He works closely with our Roundtable team of specialists to ensure that his clients’ plans are covered from all angles. Mark is a six-year winner (2017-2023) of the “FIVE STAR Wealth Manager” as noted in Mpls.St.Paul Magazine and Twin Cities Business magazine.*




Mark moved to Rochester more than 40 years ago after graduating from Oklahoma State University, where he earned his bachelor's degree in Economics and Computer Science. He and his wife Molly have been married for more than 35 years and enjoy traveling and spending time with their three grown children, Mike, Emily and Brian.




Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure Website.




*Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2017, 2018, 2019, 2020, 2021, 2022 or 2023 FIVE STAR Wealth Managers. Awarded 11/01/16 for the period of 2/25/16 - 10/14/16. Awarded 12/01/17 for the period of 2/23/17 - 10/13/17. Awarded 12/01/18 for the period of 3/23/18 - 10/23/18. Awarded 12/01/19 for the period of 3/01/19 - 10/25/19. Awarded 12/01/20 for the period of 3/30/20 - 10/23/20. Awarded 12/01/21 for the period of 3/29/21 - 10/08/21. Awarded 12/01/22 for the period of 3/14/22 - 10/18/22.


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The decision to execute a Roth conversion and generate taxable income is more complicated than it may seem at first—especially when you consider it in the context of your overall estate plan.
Mark Williamson CPFA, AIF®, QKA

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On your wedding day, you took your partner's hand and promised to be by their side every day for the rest of your lives.
Mark Williamson CPFA, AIF®, QKA

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