Since 1995, Mark has helped hundreds of clients from all over the country to comfortably retire and live their dreams. His expertise is in growing and shielding clients’ wealth from the various risks that they face each day. As a fiduciary for his clients, Mark always places their interests first. Based on his years of experience and expertise, he makes recommendations that improve his clients’ financial well being. This has enabled him to successfully meet the retirement planning needs of his clients while building long-lasting, meaningful relationships with them. His clients find him both personal and dedicated to his work.
Mark earned a bachelor’s degree in Finance from the University of Utah in 1997. He is also a CERTIFIED FINANCIAL PLANNER™ Professional and a Chartered Life Underwriter. Mark is an Investment Adviser Representative for Turning Point Financial, Inc., a North Carolina state Registered Investment Advisory Firm, which he founded in 2005. He is an Enrolled Agent and has extensive knowledge about tax planning strategies and tax preparation for businesses and individuals. Mark is the owner of Momentum Tax & Accounting where he offers tax preparation, tax planning and tax resolution. Mark is also a licensed insurance agent and assists his clients with their life insurance needs.
Mark and his wife of 25 years have 5 children, and live near Charlotte, NC. They love spending time together, and enjoying the outdoors. Mark and his family are active in their faith and enjoy serving in their church and community.
GETTING TO KNOW MARK
Favorite Food: Thai
Favorite Things to do: Snowboarding & bike riding
Favorite Quote: Success is not final, failure is not fatal: it is the courage to continue that counts. – Winston Churchill
Favorite holiday: Easter
Favorite movie: Nacho Libre or Elf
Hidden talent: Beekeeping
Person he would like to meet one day: Jesus
What motivates Mark: Improving peoples lives & helping them live their dreams
Place he would like to visit: Samoan Islands
Greatest accomplishment: Raising 5 great kids with my wife