Meet your advisor

Mark Lockyer CFP®, President

Mark brings 15 years of investment experience to his new venture as President of Lockyer Investments. He received his undergraduate degrees in Finance and Accounting from Indiana University’s Kelley School of Business. The last 12 years of his career were spent at Fidelity Investments as a financial advisor with over $250M AUM, finishing as a Vice President. He’s passionate about providing his clients the absolute best investment advice.

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Interested in working together? While our firm’s RIA registration is pending, we are not yet offering financial advisory services. Fill out some info and we will be in touch shortly. We can’t wait to hear from you!