Meet the Team
Composed of six dedicated associates each possessing a unique knowledge blend specific to Investments, Income Tax Strategies, Health Insurance, Life Insurance and Technology. At Gallagher Financial, our team is able to dig deeper into your current financial situation in order to help you build a more efficient long term financial plan. It really is as simple as that. We would love to connect with you and address any questions or concerns you might have in regards to your current financial situation.
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MARK R. GALLAGHER
CERTIFIED FINANCIAL PLANNER™
mark@gallagherfinancialservices.com
Mark R Gallagher CFP® started Gallagher Financial Services in 1984 when he got licensed and decided to go out on his own. Since that time Mark has acquired many securities licenses including his series 6, series 7, series 26 and series 63. Mark is a registered CFP® Professional with the Certified Financial Planner Board and also holds his Minnesota Health and Life Insurance License. On top of that Mark also specializes in income tax preparation for individuals and small businesses. 2018 marks Mark’s 39th year consulting with individuals in Financial Planning, health and life Insurance and income tax strategies. Mark has been happily married to his wife Nancy for over 25 years and together they have three children. If you have any questions about your finances that you are unsure of and would like someone to talk to, you are more than welcome to call Mark at the office or E-mail Mark at any time.
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JEFF YOUNGQUIST
STAFF ACCOUNTANT
jeff@gallagherfinancialservices.com
Jeff has been with Gallagher Financial Services for over 10 years as a tax specialist and our Staff Accountant. He is relied upon for in-person and behind-the-scenes tax and accounting matters. Jeff is QuickBooks Pro certified and has a finance degree from Mankato State University. Among the variety of hats he wears, Jeff also assists with administrative tasks, technology, and 401k Plan administration. His past experiences include extensive small business accounting, 401K compliance, warehouse, and retail management. He and his wife Kathy have been happily married for over 35 years. In his spare time, Jeff enjoys hunting and fishing, outdoor photography, and spending time with his family. During the summer months, Jeff and Kathy frequent their seasonal campsite in Northern Minnesota!
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