Roth Conversions – Does it Make Sense?
Among many of the topics that are appropriate to address at the end of the year financially, one of the most important is tax
December 9, 2025
Mark Kleespies joined THOR in January of 1997. He has worked in several roles at THOR. His primary duties include working directly with clients and strategically planning the direction of the firm. He is a member of the Financial Planning Association (FPA) and obtained his MBA with a concentration in finance from Xavier University in 1991. He obtained his CFP® certification in November 2018. After graduating from the University of Dayton in 1982 with a degree in electrical engineering, Mark joined Sperry Systems Management in Newport News, Virginia. Mark worked on the navigation system of Polaris submarines during this time. Following this short stint in Virginia, Mark worked for years in the process control industry with CRISP Automation and Matrix Technologies. His roles included systems analyst, sales support associate and sales manager. The last role required a tremendous amount of travel. Wanting to be more present with his young family, he decided to search for a career that would keep him off the road and is what ultimately led him to join THOR.
Mark is the oldest of three children and a baker’s son. He grew up on the farm, raising pigs and helping his father in the bakery until he graduated from college. Today, he is married to Nancy, his childhood sweetheart whom he met in the 3rd grade. They have 3 grown children – Eric, Alyssa and Aaron. Eric is a financial analyst and lives in Covington, KY with his lovely wife, Lauren and their son, Luca James who was born on 4/21/24. Alyssa lives in Ft. Thomas, KY with her husband, Dave. She is an event coordinator and works for Fidelity in northern Kentucky. Aaron lives in Austin, TX with his partner Madison and their daughter, Kaia. Kaia was born on June 22, 2023. Aaron runs a health-oriented company called Revive that sells things like cold plunges and healthy meals.
Mark has had a love affair with basketball since he was big enough to hold a ball but decided about 1 year ago to retire from the sport but today plays a lot of pickleball, works out and runs. He also has his own woodshop and loves making furniture, enjoys vacations that involve his family, snow skiing or hiking. He and his wife are the Cincinnati community coordinators for Retrouvaille, a ministry for troubled marriages. He also runs the annual fish fry for Immaculate Heart of Mary church and coaches girls’ basketball at St. Margaret of York school.
Among many of the topics that are appropriate to address at the end of the year financially, one of the most important is tax
Today’s 30 and 40 something couples have many balls that they are juggling in their daily lives – work, taking kids to school and
THOR Wealth Management recently commissioned a survey of young couples – we will call them emerging wealth couples – and this blog is meant
There is a meaningful adage attributed to Benjamin Franklin that states “If you fail to plan, you are planning to fail.” This is true
The 2023 tax season is almost complete – your tax return is due to be filed by Monday, April 15th unless you extend your
One of the key decisions when starting or buying a new business is how to fund the purchase or start-up. There are a lot
The answer to this question is probably yes if you are 30 something, are growing your family or have recently bought a house and
In our work with pre-retiree and retired clients, we often get questions surrounding the applicability of long-term care (LTC) insurance to their particular financial
We invite you to schedule a brief introductory call to discuss your financial goals and learn more about how we work. This is a no-obligation conversation designed to answer your questions and determine whether our approach aligns with your needs.
