Mark Weaver

SENIOR PLANNED GIVING ASSOCIATE

Mark joined the JDLA family in 2022. He was born and raised in Henderson, Kentucky and is married to Cindy. They have two sons, one daughter-in-law, and two granddaughters. Mark founded Guidewise, a Financial Planning Practice (formerly Weaver, Dalton, and Associates) in 1983. For the past 28 years, his practice concentration has been charitable and estate planning, using Transformational Generosity to help individuals and families create impactful legacies. Mark has authored two books. “Plan On It. Tools to Help Break Free of the Traditional Retirement Mindset” and “I Wish I’d Paid Better Attention In Vacation Bible School.”

PROFESSIONAL BACKGROUND

  • President, The Community Foundation of Henderson

  • President, Transformational Generosity

  • President, One Life Church Board of Elders, Henderson KY

  • Charter Board Member, Young Life, Henderson, KY

  • Past President, Marsha’s Place Pregnancy Resource Center, Henderson, KY

  • Past President, Harbor House Homeless Shelter, Henderson, KY

  • Chairman’s Advisory Council, 1992 – 2007, Ameriprise Financial Services, Inc.

EDUCATION & AWARDS

  • Bachelor of Science, Pharmacy, University of Kentucky 

  • Member, Certified Financial Planners Board of Standards, Inc.

  • Hall of Fame, 1998, Ameriprise Financial Services, Inc.