Broker Check
Mark Burkholder

Mark Burkholder

Financial Specialist, Vice President

Peachtree Planning Automobile Dealer Services

Mark Burkholder is a nationally recognized speaker and financial specialist who works primarily with automobile dealers 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 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 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

Life/Health Insurance
Series 6 Investments
Series 63 Investments

3500 Blue Lake Drive, Suite 220 • Birmingham, AL 35243

Registered Representative of Park Avenue Securities, Financial Representative of Guardian