AeroLeads people directory · profile
Mark Trewitt Email & Phone Number
Financial Planning and Investment Management
at
Integrated Financial Solutions Group
1 work email found
@ifsgllc.com
2 phones found area 214 and 972
LinkedIn matched
4 data sources
Profile completeness 86%
Current company
Role
Financial Planning and Investment Management
Location
Dallas-Fort Worth Metroplex, United States, United States
Company size
Who is Mark Trewitt? Overview
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Quick answer
Mark Trewitt is listed as Financial Planning and Investment Management at Integrated Financial Solutions Group, a company with 7 employees, based in Dallas-Fort Worth Metroplex, United States, United States. AeroLeads shows a work email signal at ifsgllc.com, phone signal with area code 214, 972, and a matched LinkedIn profile for Mark Trewitt.
Mark Trewitt previously worked as Financial Planning / Investment Management at Integrated Financial Solutions Group and Founder/ Managing Partner at Integrated Financial Solutions Group.
Company email context
Email format at Integrated Financial Solutions Group
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*@ifsgllc.com
68% confidence
AeroLeads found 1 current-domain work email signal for Mark Trewitt. Compare company email patterns before reaching out.
Profile bio
About Mark Trewitt
With 40 years experience in financial services, Mark brings a wealth of experience to the table in helping clients preserve and grow wealth. Mark is the founder of Integrated Financial Solutions Group (IFSG), providing comprehensive financial planning services, which include retirement planning, estate and charitable plan design, wealth transfer planning, as well as managed and alternative investments. Mark is also Founder of Integrated Generosity, LLC, an affiliate of IFSG.Business owners with an eye toward exit planning are well served through affiliation with Action Business Brokers, a leading franchisee of Murphy Business Sales, the nation's leading Business Brokerage Company.Mark's book (Integrated Generosity for Faith Based Families - 2016) includes contributed content from Bob Shank, David Willis, Todd Harper, Steve Kaloper and Aimee Minnich. Joining the power of biblical truth and stewardship with the practicalities of modern wealth management and Kingdom-oriented impact, Integrated Generosity was written to assist faith based families unleash directed "Kingdom Generosity" while achieving desired objectives for family wealth transfer and stewardship.Bob Shank, Founder/CEO of The Master's Program, prepares readers in the Foreword, indicating: "In this book – and, its suggestions – you will certainly be challenged with fresh thinking and workable strategies that are both innovative and tested.” For additional reviews of Integrated Generosity by Ministry and Business Leaders, please visit http://www.integratedgenerosity.com.Advisory services offered through Delta Investment Management, a Registered Investment Adviser.
Listed skills include Investments, Estate Planning, Financial Advisory, Financial Planning, and 35 others.
Current workplace
Mark Trewitt's current company
Company context helps verify the profile and gives searchers a useful next step.
Integrated Financial Solutions Group
7 roles · 21 years
Mark Trewitt work experience
A career timeline built from the work history available for this profile.
Financial Planning / Investment Management
Current
Jan 2006 - Present
Founder/ Managing Partner
Current40 Years experience in Financial Services. Mark is prepared to meet the advanced financial planning needs of individuals, professionals and small business owners, with an in depth understanding of the key financial planning disciplines, including insurance, income taxation, retirement planning, investments and estate planning. Member of Dallas Estate.
2006 - Present
~20 yrs 4 mos
Founder / President
CurrentHe is a member of the North Texas Chapter of the Partnership for Philanthropic Planning and has served on the Generosity Council for the National Christian Foundation of North Texas. Mark formally served as the Managing Director and Co-Chairman of the DFW chapter of The Barnabas Group, which was launched under his leadership in 2014.
Dec 2014 - Present
Author
Integrated Generosity For Faith Based Families
"Integrated Generosity for Faith Based Families - Moving from Involuntary Philanthropy Toward Intentional Stewardship and Directed Generosity" includes contributed content from Bob Shank, David Willis, Todd Harper, Steve Kaloper and Aimee Minnich. Joining the power of biblical truth and stewardship with the practicalities of modern wealth management and.
May 2015 - Oct 2020
Managing Director / Co-Chairman
The Barnabas Group Dfw
Jun 2014 - Jul 2018
Alumni
The Master'S Program
The Master's Program is designed to connect with business professionals. The Master's Program is unique in that it combines business experience and individual strengths with personal interest in Kingdom opportunities.When Balance is absent in other areas of our life besides the marketplace, our most precious resource time is held captive to the urgent. Too.
2005 - 2011
~6 yrs
Team & coworkers
Colleagues at Integrated Financial Solutions Group
Other employees you can reach at stopthewealthleakage.com. View company contacts for 7 employees →
BW
Brian Williams
Colleague at Integrated Financial Solutions Group
Greater Perth Area, Australia
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SR
Sandy Redmon
Colleague at Integrated Financial Solutions Group
Dallas-Fort Worth Metroplex, United States
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RT
Romalyn T.
Colleague at Integrated Financial Solutions Group
Plano, Texas, United States, United States
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LL
Lisa Lalk
Colleague at Integrated Financial Solutions Group
St Louis, Missouri, United States, United States
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Brian Williams
Colleague at Integrated Financial Solutions Group
Greater Perth Area, Australia
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SR
Sandy Redmon
Colleague at Integrated Financial Solutions Group
Dallas-Fort Worth Metroplex, United States
View →
RT
Romalyn T.
Colleague at Integrated Financial Solutions Group
Plano, Texas, United States, United States
View →
LL
Lisa Lalk
Colleague at Integrated Financial Solutions Group
St Louis, Missouri, United States, United States
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FAQ
Frequently asked questions about Mark Trewitt
Quick answers generated from the profile data available on this page.
What company does Mark Trewitt work for?
Mark Trewitt works for Integrated Financial Solutions Group.
What is Mark Trewitt's role at Integrated Financial Solutions Group?
Mark Trewitt is listed as Financial Planning and Investment Management at Integrated Financial Solutions Group.
What is Mark Trewitt's email address?
AeroLeads has found 1 work email signal at @ifsgllc.com for Mark Trewitt at Integrated Financial Solutions Group.
What is Mark Trewitt's phone number?
AeroLeads has found 2 phone signal(s) with area code 214, 972 for Mark Trewitt at Integrated Financial Solutions Group.
Where is Mark Trewitt based?
Mark Trewitt is based in Dallas-Fort Worth Metroplex, United States, United States while working with Integrated Financial Solutions Group.
What companies has Mark Trewitt worked for?
Mark Trewitt has worked for Integrated Financial Solutions Group, Integrated Generosity Llc, Integrated Generosity For Faith Based Families, The Barnabas Group Dfw, and The Master'S Program.
Who are Mark Trewitt's colleagues at Integrated Financial Solutions Group?
Mark Trewitt's colleagues at Integrated Financial Solutions Group include Brian Williams, Sandy Redmon, Romalyn T., and Lisa Lalk.
How can I contact Mark Trewitt?
You can use AeroLeads to view verified contact signals for Mark Trewitt at Integrated Financial Solutions Group, including work email, phone, and LinkedIn data when available.
What skills is Mark Trewitt known for?
Mark Trewitt is listed with skills including Investments, Estate Planning, Financial Advisory, Financial Planning, Strategic Financial Planning, Portfolio Management, Strategic Planning, and Retirement Planning.
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