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Mark F. Kleespies, CFP®

Wealth Advisor/Owner

  • CERTIFIED FINANCIAL PLANNER®
  • Member of the Financial Planning Association
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About

Mark Kleespies joined THOR in January of 1997. He has worked in several roles at THOR. His primary duties include working directly with clients and strategically planning the direction of the firm. He is a member of the Financial Planning Association (FPA) and obtained his MBA with a concentration in finance from Xavier University in 1991. He obtained his CFP® certification in November 2018. After graduating from the University of Dayton in 1982 with a degree in electrical engineering, Mark joined Sperry Systems Management in Newport News, Virginia. Mark worked on the navigation system of Polaris submarines during this time. Following this short stint in Virginia, Mark worked for years in the process control industry with CRISP Automation and Matrix Technologies. His roles included systems analyst, sales support associate and sales manager. The last role required a tremendous amount of travel. Wanting to be more present with his young family, he decided to search for a career that would keep him off the road and is what ultimately led him to join THOR.

Mark is the oldest of three children and a baker’s son. He grew up on the farm, raising pigs and helping his father in the bakery until he graduated from college. Today, he is married to Nancy, his childhood sweetheart whom he met in the 3rd grade. They have 3 grown children – Eric, Alyssa and Aaron. Eric is a financial analyst and lives in Covington, KY with his lovely wife, Lauren and their son, Luca James who was born on 4/21/24. Alyssa lives in Ft. Thomas, KY with her husband, Dave. She is an event coordinator and works for Fidelity in northern Kentucky. Aaron lives in Austin, TX with his partner Madison and their daughter, Kaia. Kaia was born on June 22, 2023. Aaron runs a health-oriented company called Revive that sells things like cold plunges and healthy meals.

Mark has had a love affair with basketball since he was big enough to hold a ball but decided about 1 year ago to retire from the sport but today plays a lot of pickleball, works out and runs. He also has his own woodshop and loves making furniture, enjoys vacations that involve his family, snow skiing or hiking. He and his wife are the Cincinnati community coordinators for Retrouvaille, a ministry for troubled marriages. He also runs the annual fish fry for Immaculate Heart of Mary church and coaches girls’ basketball at St. Margaret of York school.

Relevant Work Experience

  • Sperry Systems Management
  • CRISP Automation and Matrix Technologies

Education

  • University of Dayton, Bachelor of Science in Electrical Engineering
  • Xavier University, M.B.A.

Community Involvement

  • Retrovaille
  • Pregnancy Center East
  • Immaculate Heart of Mary