Managing Partner
CurrentMark takes a definitively proactive approach to financial services. His commitment is to identify the most cost effective investment and planning strategies for each client. To accomplish this, Mark is both a student of the changing industry as well as someone who is constantly in touch with his clients’ changing goals and needs. It is through building strong relationships based on trust and professionalism that the best solutions can be identified and implemented for clients.Mark has a specific expertise in retirement income planning and advanced planning strategies. For more than 20 years, Mark has been serving clients in the financial services industry at banks and institutions. He received a Bachelor’s degree in Industrial Engineering from Georgia Institute of Technology. Mark holds the Series 7, 24, 53, 63, 65 securities registrations and has Life, Accident and Health insurance licenses.