Mark spent 15 years managing a successful private business before he began his career in financial services with Peachtree Planning in 2009. Mark and the Peachtree Planning team help clients plan for the future, understand how to protect themselves, and ease the stress and time it takes to manage their personal finances. The relief that comes with financial confidence is powerfully rewarding, which makes it far easier to continue making optimal financial choices once they’ve taken that important first step.
Mark works with professional athletes, physicians and business owners, helping them implement strategies that protect their earning potential and assets. Clients work with him because of his attention to what matters most to them and his ability to apply this to their finances. The benefit is that his clients have confidence that they will successfully achieve financial balance.
Mark and his wife Kristy spend most of their time tending to their four children at different sports activities. They worship at Church of the Highlands and Mark spends his free time playing golf and tennis.
Bachelors of Science, University of North Alabama
Series 6 Investments
Series 63 Investments
2151 Highland Avenue, Suite 100, Birmingham, AL 35205
Guardian, its subsidiaries, agents or employees do not provide legal or tax advice. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances. Registered Representative of Park Avenue Securities LLC (PAS), Financial Representative of Guardian. 2017-44682 Exp. 8/19