Mark Beaton, CPFA

VICE PRESIDENT, RETIREMENT PLAN CONSULTANT

Mark Beaton is Vice President, Retirement Plan Consultant with Bukaty Companies Financial Services. A native of England, Mark immigrated to the United States in 1996. He obtained a Bachelor’s Degree in Professional Aeronautics, with a minor in Management from Embry Riddle Aeronautical University. During his career as a commercial pilot, he was introduced to the Ziegler Companies where he began his financial services career as a Municipal Bond Broker.

In 2011, Mark co-founded Strategic Insurance Consultants (SIC) which specializes in benefit consulting for Professional Employer Organization (PEO) and Administrative Services Outsourcing (ASO). Mark became the Director of the Retirement Plan Consulting Division. The Benefits and Retirement Division of SIC merged with GCG Financial in 2013, where Mark designed, implemented and maintained one of the largest PEO/ASO in the Front Range. Mark joined Bukaty in 2015 when Bukaty became the investment advisor to the PEO/ASO. He earned the designation of CPFA (Certified Plan Fiduciary Advisor) in the spring of 2016. In 2017, 2018 and 2019 Mark has been recognized for the prestigious “Young Guns Top 40 Advisors Under 40” award through the National Association of Plan Advisors (NAPA).

When Mark is not working as a Retirement Plan Consultant he likes riding dirt bikes. He is the Board Vice President of a 501(c)(3) which stewards land management for the Rampart Range area of the Pike National Forest. As a passion, Mark flies regularly with the Aspen Flying Club and likewise, he enjoys camping, snowboarding and spending time with family. Mark and his wife, Lisa, are the proud parents of two boys.

Education & Training

  • Bachelor’s Degree in Professional Aeronautics, with a minor in Management from Embry Riddle Aeronautical University

Specialty

  • 401(k), 403(b), 401(a), 457, ESOP
  • Corporate Retirement Plans
  • Defined Benefit Plans
  • Non-Qualified Deferred Compensation Plans
  • Investments
  • Vendor Benchmarking & Fee Analysis Process
  • Investment Due Diligence & Monitoring
  • Plan Compliance Reviews & Project Work
  • Fiduciary Services
  • Employee Financial Wellness Program
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