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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Mark Montes De Oca

Financial Advisor

Mark Montes De Oca is an accomplished Financial Advisor with a remarkable twelve-year tenure in the financial industry, including ten years as a fully licensed advisor. His role at FNB Wealth Management allows him to leverage his expertise to assist clients in working toward their financial aspirations. Mark has a passion for interacting with people and helping them achieve their life-long financial goals. Whether a client has short-term or long-term goals, retirement savings questions, or legacy planning needs, he is here to provide answers and education. Recognizing that each individual has different goals, he dedicates himself to understanding and appreciating each client’s specific needs, allowing him to make the most suitable recommendations.

Mark is a graduate of Lincoln College in Normal, where he earned his Bachelor's Degree in Business Management. Complementing that educational background, he also holds multiple securities licenses, including the FINRA Series 7, Series 63, Series 66, Series 24, and Securities Industry Essentials, as well as state Life and Health Insurance licenses.

Mark is a Chicago native, and grew up just blocks away from Wrigley Field, where he made many of his fondest childhood memories and developed a lifelong love of sports. He now resides in Bloomington, where he is an active member of his community. He engages in networking, fundraising, and charity events, strengthening local businesses and giving back to the community that has shaped his journey.

Beyond his professional endeavors, Mark's heart lies in spending quality time with his family. He is a proud father to son Brayden, and he and his partner, Jennifer, were overjoyed to welcome daughter Gabriela to their family in October, 2023. Mark and his family enjoy watching and playing sports, and travelling whenever time allows.