Mark Idzik, CDFA, CPA (Inactive) in

Mark Idzik, CDFA, CPA (Inactive)

Balancer · DISC type S
Financial Advisor at Nearside Advisors
📍 Greater Indianapolis, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
26 Years
Current Role
Financial Advisor
Location
Greater Indianapolis, United States
Personality Overview

How Mark shows up

Slow To Decisions
Good Listener
Formal Mannered

They are polite and respectful but practical. Even if it takes time, they prefer following the process. They are confident about making long-term decisions.

Priorities

Topics Mark cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

5-2026
Financial Advisor
Nearside Advisors
3-2017 - 5-2026
Financial Advisor
Holistic Financial Partners
9-2016 - 3-2017
Director of Finance / FP&A
The Cellular Connection
6-2011 - 9-2016
Financial Planning & Analysis Manager
DEFENDERS
11-2010 - 6-2011
Sr. Financial Analyst
Dormir, Inc.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1995 - 1999
Bachelor of Science in Business
Indiana University Bloomington
1995 - 1999
Bachelor of Science
Indiana University - Kelley School of Business
1991 - 1994
Education details unavailable
Marian High School
Social presence
in
Behavioral profile

DISC profile (public)

S

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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