In the spirit of Thanksgiving and to provide our dedicated employees with additional time to spend with family, our offices will have limited availability from Monday, Nov. 25 through Friday, Nov. 29. If you are an existing client and need assistance during this time, please contact our client support team at 888.565.1681 (Monday – Wednesday only). If you would like to discuss becoming a client, please call 888.920.1320 or view how to contact us via other means here.
Mark has dedicated over three decades of his career to helping retirees and widowed persons navigate the wealth management challenges that come with a significant lifestyle change. His dedication and expertise have helped countless individuals and families achieve their financial goals and improve their quality of life. Mark’s education includes the prestigious CERTIFIED FINANCIAL PLANNER™ certification from the College for Financial Planning in Colorado. He’s also a Certified Divorce Financial Analyst® professional. Mark holds a BBA in finance from the University of Houston-Downtown. In his free time, he enjoys being with his family, particularly at reunions. Mark is an avid fan of water sports and can often be found on the water with his wife, whom he’s been happily married to since 1984.
Houston
5555 San Felipe Street Suite 200 Houston, Texas 77056