My specialty is leading my clients by empowering them with the requisite knowledge and confidence to guide them to pursue their financial goals. A customized goal-oriented financial planning platform leads to investment strategies that are in alignment with your investment objective and risk tolerance. I will be honored to be an integral part of your financial journey and my process starts by actively listening to you.
I will study and analyze the information you share with me and will present and explain my findings. When you and I are in agreement, we will put those recommendations into effect. This important step in the Financial Planning process will be done in an independent and professional manner. As we work together and I am informed of material changes in your life, I can evaluate and we can make the necessary adjustments.
I have over two decades of effectively serving as a Financial Advisor to individuals, families, and businesses. Whether planning for retirement, saving for college savings, or looking to preserve your wealth – I can be of help.
I graduated with both a Bachelor’s and Master’s Degree from Texas A&M University and hold a number of securities licenses with LPL Financial, including the Series 7, 24, and 66. Arkansas is where I grew up and am an avid Razorback fan…I have been an active member of my community and have proudly served as a CASA Advocate, Boy Scout Leader, bible school teacher, and volunteer with Habitat for Humanity.
I have a son that recently completed his Master’s degree from Abilene Christian University and is an accomplished musician. I enjoy spending time traveling to warm-weather destinations, old pickup trucks, and collegiate sports.
ABOUT LPL FINANCIAL:
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 20,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.
To contact Mark on his personal cell, reach out to (903) 277-2262.