ADV 2B Mark is from Detroit Michigan and has 25 years of experience in the financial services industry. He works extensively with agents, athletes, entertainers and high net worth individuals to assist them in their investment decisions. As an Investment Advisor Representative, he can do estate planning, retirement planning, income projections, financial objectives and college planning for kids.
Mark has a Bachelor of Science degree in Economics Pre-Law from the University of Houston. He has extensive knowledge of fixed income, equities, financial analysis of securities, income and bonus structure analysis, and market analysis.
In addition to his work in the financial services field, he has worked for Philip Morris Corporation as a cost accountant and for American General Corporation in the corporate accounting department as a financial accountant. He has also assisted various charity organizations in their efforts to raise money.
Mark is former Chapter president/Board Member of the National Association of Securities Professionals. Furthermore, he was a Board Member of the University of Houston Black Alumni Organization. Currently he is an on-field photographer for LSU and various sporting events around the world.