Professional

It has often been said that Mark’s work begins with a mindful attention to each client’s unique attributes. From there, it proceeds to an in-depth analysis of their circumstances and perspectives, always striving to deliver sound financial advice for the client to achieve their financial goals.

One thing true for everyone is constant change in their lives and financial goals. Thoughtfully navigating the ebbs and flows of a client’s life is a perpetually satisfying challenge for Mark.

Education

Mark received a bachelor’s degree from the University of Alabama and is a CERTIFIED FINANCIAL PLANNER™ professional.  He also possesses an expertise in insurance planning, risk management, and executive benefits.  The opportunity to learn extends much longer than college and professional designation studies and Mark loves keeping his finger on the pulse of all things economics, capital markets, portfolio management, and tax and estate planning.

Volunteer Work

Mark serves on the Children’s of Alabama Committee for the Future.  The hospital and its team mean so much to his family.  Helping provide resources that benefit kids unfortunate enough to need the hospital early in life is very satisfying for him.

He also serves as a board member of Irondale’s Commercial Development Authority.  It is a very enjoyable honor to contribute to the economic growth of the town where he resides.

Personal

Mark has lived in the Birmingham area since 2006.  He and his wife Edan have a son named Shepherd.   If not working and at school, they prefer spending time with family and friends, hiking to a beautiful waterfall in the cool Blue Ridge Mountains or relaxing at picturesque Lake Burton.