Growing up as a child of a small business owner, Mark witnessed the impact that a strong financial plan can have for a company and its people. Recognizing an opportunity, Mark began his career as a financial professional in 2006. First serving as a General Manager at American Income Life, Mark learned he had a passion for helping individuals find peace of mind through the life and health insurance business.
Today, his areas of expertise include Asset Protection, Wealth Accumulation and Business Planning. Mark’s three step process – Research, Implement, and Repeat – guides him to effectively assess his client’s needs, develop and implement solutions, and then monitor the result.