Mark started in the financial services industry in 2014 after spending 12 years as a Presbyterian pastor. His niche is helping faculty in the University of Texas system who are saving for retirement through the Optional Retirement Plan (ORP), Tax Sheltered Annuities (403b accounts), and 457 accounts. He also helps folks from many other professions, from high school teachers to physicians. Mark and his wife, Kim, live in Prosper, TX, and have been married for 23 years. They have four children, ages 16-22.
Mark holds his Series 7 (Licensed in TX, IA, LA, AR, CA, NC, PA), Series 66 (Licensed in TX, IA, LA, CA, NC, PA), and his General Life and Health Lines for the State of Texas (Also licensed in LA, CA, AR). He earned his Bachelor of Arts degree in History from the University of Alabama in 1996, and also has a Master of Divinity Degree and Doctor of Ministry degree.