Ballantyne Nc Branch Office

Mark is originally from Kentucky and began his career in the financial industry in 1996 after graduating from Indiana University with a degree in Finance. He continued his education at Florida State University College of Law where he earned his Juris Masters and then on to the University of Phoenix where he earned his MBA. Mark is passionate about helping people to be comfortable and worry-free in retirement. He believes that after dedicating decades to hard work, everyone deserves the opportunity to rest from their labors, enjoying their retirement years doing what they enjoy. After observing that conversations surrounding savings and retirement were being avoided, Mark saw the need to help others see the value of saving today and to circumvent working longer than necessary. Mark strives every day to make doing business easier for the Financial Advisor’s, Support Staff and clients. He leads his team to think of the customer first, and how they can deliver the best service in the industry.

In his free time, he enjoys spending time with his wife of 34 years and his four children. He loves to read, learning new things, and riding his peloton. Mark holds his Series 7, 63, 65, 9, 10, and 24 licenses.