Mark M. work email
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Mark M. personal email
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Mark M. phone numbers
Mark McAdams works primarily with closely held business owners, shareholders or partners of mid-sized companies and family offices. He has over 22 years in the services industry, including law, financial planning, and investment planning, His personal work experience includes being a business owner himself and attorney. In 2001, Mark decided to make his focus proactive client planning and the financial services industry .As a financial advisor, he brings exceptional understanding of client needs, market and product knowledge as well as a legal background, to his work. Mark’s experience and resources have enabled him to advise and add value to a variety of clients from diverse backgrounds and industries while helping them focus on Risk Management, Asset Coordination, Small Business Planning and Multi-generational Wealth Planning.Mark is a graduate of Stanford University and the University Of Texas School of Law. He speaks regularly, connecting with audiences on topics of benefits, business transfer /transition strategies, protection planning and financial independence. Mark also makes time to be involved with his Church, professional associations and community organizations, and is a member of NAIFA.*Investment Advisory Services Offered Through Ironclad Strategies, LLC. Ironclad Strategies, LLC is independently owned and operated.Social Media Disclaimers: https://goo.gl/6Mt7yU
Waterloo Family Office Services
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Managing DirectorWaterloo Family Office ServicesCedar Park, Tx, Us
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Co-FounderIronclad Strategies, Llc Jul 2018 - PresentAustin, Tx
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Co-FounderIronclad Strategies, Llc May 2018 - PresentAustin, Texas, United States
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PartnerErben Associates Apr 2013 - Jul 2018
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PartnerIntegrated Wealth Strategies Jun 2007 - Apr 2013Austin, Texas With Business Around The StateIntegrated Wealth Strategies provides quality financial strategies, insurance & financial products and services to businesses and individuals.
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Financial AdvisorNew York Life 2002 - 2013I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Contact me to help you fully analyze your needs and recommend appropriate solutions. -
AttorneyPrivate Practice Jun 1996 - Dec 2001Austin, TxPrivate Practice & Contract Legal work with Oliver & Oliver, P.C.; Bracewell & Patterson; Byrd, Davis (Robert Alden).
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Austin Branch Manager - Permanent PlacementsHall Kinion & Associates, Inc. Nov 2000 - Nov 2001 -
Sr. Technical RecruiterHall Kinion & Associates Apr 1999 - Nov 2000 -
PartnerTeledata Enterprises, Inc. Jan 1994 - Dec 1997Texas Branch of California company doing Contract consulting to Apple Computer, Airtouch Cellular and several small law firms and other businesses in Northern California and Texas specializing in network design, computer telephony, installation and maintenance.
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LobbyistVinson & Elkins, Llp Jan 1991 - Aug 1994
Frequently Asked Questions about Mark M.
What company does Mark M. work for?
Mark M. works for Waterloo Family Office Services
What is Mark M.'s role at the current company?
Mark M.'s current role is Managing Director.
What is Mark M.'s email address?
Mark M.'s email address is mj****@****ail.com
What is Mark M.'s direct phone number?
Mark M.'s direct phone number is +128143*****
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