Meet The Team At Retirement Income Planning llc, our sole focus is YOU.
We’re committed to helping you work toward achieving the retirement you want. We do this by providing guidance to help you develop an overall retirement income strategy and offering a variety of planning services and investment strategies to help achieve your objectives.
The team at Retirement Income Planning llc is here to help ensure you receive all the assistance you need, not only in developing your retirement income strategy but in maintaining it throughout your retirement.
Mark Farnan congratulating our client, Jenny, on her successful completion of the Ironman (actually Ironwoman!) last fall.
This 250-year-old English grandfather clock graces the entryway and greets our clients as they enter our Madison offices.
Mark S. Farnan
Since 1992, Mark S. Farnan has been helping individuals, couples and business owners pursue their current and future financial freedom through careful analysis and planning. Now as the president of Retirement Income Planning llc, Mark specializes in retirement income planning and estate planning while helping clients work toward their retirement dreams.
During his decades-spanning career in financial services, Mark worked in management positions for three Fortune 500 companies — Thrivent Financial, New York Life and MetLife — prior to founding Retirement Income Planning llc in 2012.
Mark is a member of the National Association of Insurance and Financial Advisors (NAIFA) and a member of the NAIFA statewide Governing Affairs Committee. Additionally, he has trained and mentored over 125 financial professionals and has been featured nationally by U.S. News & World Report and locally by WTMJ-Milwaukee, WMTV-Madison and WKOW-Madison for his respected financial insights.
Mark is dedicated to improving lives of clients, not just with their financial situations but also with their quality of life. He previously served on the board of directors of the Children’s Heart Fund and The Actor’s Theatre and as vice president of the St. Paul Historic Preservation Commission. Mark resides in Madison and enjoys spending time with family and friends when away from the office.
"Time is of the essence when planning for retirement."
- Mark S. Farnan
Leonard D. Meske
Annuities • Retirement • Life
Len has 25 years of experience in helping individuals and couples meet their financial needs. Len builds strong relationships with his clients and is well respected for his professionalism and integrity. He has a Bachelor of Science from the University of Wisconsin-Oshkosh and is a member of the National Association of Insurance and Financial Advisors (NAIFA). Len joined Retirement Income Planning llc in January of 2016.
Ping Sun, MBA
Ping Sun joined the Retirement Income Planning llc team in February of 2022. Ping came to us with a strong background in financial services and works in our Madison office.
Ping has worked for several financial services companies over her career, including working as a market support manager at CUNA Mutual. In that role, she was responsible for training representatives in Hong Kong, South Korea, Thailand, Indonesia, Bangladesh, and Taiwan. Ping’s most recent position was at New York Life where she worked for 6 years. Her experience at New York Life has made her well-versed in life insurance, long-term-care, and annuities.
Ping was born and raised in Beijing, China and moved to the United States in 1987 to pursue her graduate degree. She has lived in Wisconsin for 35 years and tries to visit China every other year to see her family and friends who still live there.
Ping lives in Middleton with her husband, Kirk Parkin, a retired professor from UW-Madison. In her free time, she enjoys playing cards, cooking, Tai Chi, yoga, and international travel. Ping has 50 countries on her bucket list, and so far she has been to 18 countries!
Director of Marketing
Nick joined Retirement Income Planning llc in August of 2019 as a marketing associate. He recently graduated from UW-Madison with a degree in marketing. Nick's responsibilities include client communication, analysis, and marketing initiatives including our well-regarded client Christmas brunch, our Mallards client appreciation day, and our new informational seminars. Nick enjoys playing hockey and baseball, as well as spending time with friends and family.
Financial Case Manager/Corporate Controller
Karen joined the Retirement Income Planning llc team as our financial case manager and corporate controller in the fall of 2020.
Prior to joining the firm, Karen worked in the insurance industry for 16 years in customer service and personal lines underwriting. Also, Karen is an accomplished billiards player who has competed at the state, national, and international levels. In her free time, you can find her camping in the summer months somewhere in Wisconsin with her husband, dogs, family, and friends. She also enjoys watching the Packers and Badgers games.
Sherry J. Yaun
Special Projects Coordinator
Sherry is going into her 40th year in the financial services field, all on the administrative side of the business holding several positions including clerical management and as an Executive Assistant. Working with clients and witnessing the positive changes great financial planning can make in our clients' lives is what she enjoys the most. Sherry joined Retirement Income Planning llc on January 2, 2013.
Her free time is spent with her family and friends. She enjoys attending any events which include her family members or many friends. She also enjoys cheering on all Wisconsin sports.
Schedule a Meeting
To schedule time to discuss your retirement goals and planning for your future, call us today at 608.807.1100 today!
RISK QUESTIONNAIRE Is the way your portfolio is currently invested an accurate reflection of your current risk temperament?
Complete our Riskalyze questionnaire to receive your confidential risk temperament score.
Connect With Us Visit Our Social Media Pages
Retirement Income Planning llc is on LinkedIn and Facebook! Click on the logos below to view our company pages.