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About Us

About Us

With more than three decades of experience in law, banking, and financial services, Mark Haenny has built his career on providing thoughtful, disciplined guidance to clients preparing for their financial future.

Mark earned his law degree in 1985 from Drake university and was admitted to the Arizona bar that same year; and later in 1992 he was admitted to the Colorado Bar. His career began in the Trust Department at Bank One in 1993, where he developed a strong foundation in fiduciary services and client care. Over the next two decades, he advanced through leadership roles in several respected institutions: Homestate Bank Trust Services (1997–2002), Wells Fargo Private Client Services (2002–2006), and Charles Schwab (2006–2010). In 2011, Mark established Haenny Asset Management, where he continues to serve clients with a focus on retirement planning, wealth management, and long-term financial confidence.

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Beyond his professional accomplishments, Mark has been deeply committed to his community. He is a past President of the Loveland Rotary Club and was recognized as Rotarian of the Year* in 2025. He has served on the City of Loveland Citizens Finance Advisory Commission and dedicated 12 years on the McKee Medical Center Local Advisory Board. 

Outside of work, Mark values time spent with family and in the outdoors. He enjoys retreating to his second home in Mexico, where he finds inspiration and rest, as well as camping, fly fishing, and creating memories with his wife Meg and their family.

At the heart of Mark’s approach is a simple philosophy: be patient, stay disciplined, and build enduring relationships. His goal is to help every client move toward their own vision of financial independence—whatever their “beach” may be.

*The award recognizes members who demonstrate "Service Above Self" through outstanding club service.

Our Mission 
Your Local
Financial Advisor

At Haenny Asset Management, we believe financial planning should be personal, practical, and built to last. Founded in 2011 by Mark Haenny, our firm was created to offer clients a deeper, more meaningful advisory experience—one rooted in trust, discipline, and long-term relationships.

Why Work With Us
Wherever your beach is, we’ll help Guide you There with confidence.

For us, the “beach” is more than a place—it’s a symbol of balance, relaxation, and confidence. That’s what we strive to help our clients achieve through thoughtful, disciplined planning.

Meet The Team
Who You Will Be Working With

Mark A. Haenny

Mark A. Haenny

Owner & Founder

(970) 215-3800 (voice only)

We can't wait to meet you

Give us a call or send us an email—we’d love to schedule a time to talk about your goals and how we can help you plan for the future.

Here's How To Contact Us