Our Team

Mark Herding, CFP®, CMFC®, LUTCF

Mark offers over 20 years of financial industry experience, providing comprehensive retirement income planning. He is dedicated to helping his clients fulfill their financial goals and works closely to determine their personal needs in order to develop customized strategies. Mark values independence and deeply respects hard work.

Mark HerdingMark is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Mutual Fund CounselorSM, and Life Underwriter Training Council Fellow. He graduated with a bachelors degree in Finance from Arizona State University and an MBA from Grand Canyon University. Mark currently holds FINRA Series 7,24,63, and 65 licenses. He enjoys coaching youth sports and is a member of the ASU Alumni Association and the St. Theresa Catholic School Dad's club.

 

Jennifer Goralski

Financial Advisor

Jennifer has over 20 years of experience in the financial services industry, with an in-depth knowledge of banking and commercial real estate. Her practice focuses on real estate developers, business owners/retirees and women investors.

Jennifer is a Chicago native and moved West in 2001. She holds a Bachelor of Arts degree in Employment Relations from Michigan State University and a Master of Juris Prudence from Loyola University Chicago School of Law. She holds FINRA Series 7 and 66 licenses and is licensed in AZ, CA and NV. Outside interests include Chicago Cubs baseball, the occasional wine tasting and connecting people professionally.

Email: jgoralski@camelbackwealthconsultants.com

 

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Our Office

Camelback Wealth Consultants, LLC

2198 E. Camelback Road, Suite 315
Phoenix, AZ 85016
ph: 602.296.7222
fax: 602.296.7135
mherding@camelbackwealthconsultants.com

News

Financial and Economic Brief - May 8, 2019

• Trump Threatens 25% Tariff Hike - Currently, the 10% tariff on $200 billion in Chinese imports has been a “nuisance”, with many US businesses absorbing the cost.

• Job Openings Rise Sharply - U.S. job openings rebounded sharply in March, while the pace of hiring was level, pointing to a growing worker shortage that could slow employment growth this year.

• Digital Ad Revenue over $100 Billion - A new report says internet advertising revenues in the U.S. totaled $107.5 billion in 2018.

Financial and Economic Brief - April 2, 2019

• Economic Growth, Slowing - Consumer spending rebounded less than expected in January and incomes rose modestly in February, suggesting the economy is losing momentum.

• U.S. Crude Hits High - U.S. crude oil hits a 2019 high and Brent crude gained a dollar after tight supply and positive signs for the global economy drove the largest Q1 gains for both benchmarks in nearly a decade.

• Factories Stockpile for Brexit - UK factories stockpiled goods for Brexit at a surprisingly high rate last month, increasing manufacturing growth to a 13-month high.

Financial and Economic Brief - March 6, 2019

• Construction Spending Falls - The U.S. construction spending fell 0.6% in December as investment in both private and public projects dropped, indicating that the economy “lost momentum” at the end of 2018.

• China Cutting Taxes and Increasing Lending - China is trying to shore up its slowing economy through billions of dollars in planned tax cuts and infrastructure spending.

• GE On Decline - GE’s (GE) stock is down by nearly two-thirds since the end of 2016 and the company has fallen to the 59th most valuable in the S&P 500.

Financial and Economic Brief - February 5, 2019

• Fed “Pauses” Tightening - The financial markets are concerned about a slowing economy, and the Fed chairman has sought to reassure investors.

• General Motors Cuts Jobs - General Motors is expected to start its next round of white-collar job cuts this week, but there are fewer staff reductions left to make than were anticipated.

• Ultimate Software Agrees to Buyout - Ultimate Software Group Inc., a cloud-based human resources applications developer, said on Monday it agreed to be bought by an investor group for about $11 billion.

Financial and Economic Brief - January 8, 2019

• Job Creation Hot in December - Job creation surged by 312,000 in December though the unemployment rate rose to 3.9%.

• A New Exchange, MEMX - Morgan Stanley, Fidelity Investments, Citadel Securities & a group of other financial companies have agreed to jointly launch a new low-cost “bourse” that will compete with the NYSE & Nasdaq.

• Eli Lilly to Buy Loxo Oncology - Eli Lilly and Co. announced Monday it will acquire Loxo Oncology for about $8 billion in cash.

Financial and Economic Brief - December 4, 2018

• Trade Agreement Truce - Markets rallied on news that President Donald Trump and Chinese President Xi Jinping, had reached a “truce” in the trade battle.

• Car Sales Fall - Several carmakers including Ford, Honda and Toyota reported a drop in new car sales in the U.S. in November.

• Qtar Pulling Out of OPEC - The small, “gas-rich state” of Qatar said that it will leave OPEC on January 1 after nearly 60 years.