We help people to define what success and happiness means to them. What seems like fairly easy definitions, turns out to be quite ambiguous and illusive for many. Their achievement requires more than the possession of assets.
Mark’s goal is to offer clients access to a broad spectrum of investment and financial planning services. Prior to starting his career in finance, Mark was part of the 20th Special Operations Squadron at Hurlburt Field. This has given him a passion for those who have served our country. As an active member in the local community, Mark serves on various nonprofit boards, participates in multiple Chamber of Commerce memberships, and Mark and his wife Sondra are active members of Destiny Worship Center. Mark teaches classes at Northwest Florida State College on various life and financial planning concepts such as investments, asset management, tax planning, risk management, and estate planning.