Mark has 25 years of experience as a financial services and executive benefits professional who empowers business owners, high net worth employees, independent professionals, top tier executives and retirees as they work to achieve financial independence. He specializes in programs for business owners and their key employees. Mark chose Renaissance Financial because he was drawn to the depth of resources and the team environment, which allows him to best serve his clients.
A graduate of University of Missouri–Columbia, Mark earned his BS in accounting before going on to the Advanced Management Program at the University of North Carolina at Chapel Hill. In addition to being a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ (CFP®), he has attained his FINRA Series 7, 24, 63 and 65 registrations and Life, Accident, and Health Agent license. Mark was a Principal at Compensation Management, Inc., then served as Senior VP with Aon Hewitt’s Executive Benefits Practice.
Mark was named a member of the Foundation Club1 by Securian Financial Services Inc. for 2016 and for his exceptional work at Renaissance Financial, Mark was given the Excellence in Performance Award2 for 2015, 2016, 2017, and 2018. He also received the Diamond Advisor Award* and achieved Platinum Advisor3 status for 2017. Mark has qualified for multiple club levels for Securian Financial Services Inc., most recently being Senate Club III and the National Sales Convention* for 2020.
1The Securian Financial Services Inc, Foundation Club membership was granted in 2016 with an evaluation period of 2016 criteria. The Foundation Club recognizes those in their first full calendar year as a new financial professional that achieved $100,000 in Grid Revenue and 100,000 Recognition Credits*. This membership is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the representative by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
*Recognition Credits represent the combined total of Sales Based Credits** and Bonus Points***.
**Sales Based Credits (SBCs) are a recognition currency that rewards new sales activity by: 1. Annualizing the credit generated by the sale of most life insurance products. 2. Providing credit when deposits are made into investment advisory accounts rather than waiting for the quarterly fees. 3. Providing credit for all other first year Grid Revenue, when earned.
***Bonus Points can be earned through Securian’s New Life Policy Count and Financial Professional Referral programs.
2The Securian Financial Services, Inc. Excellence In Performance Award was granted in 2015, 2016, 2017, & 2018 with an evaluation period of 2015, 2016, 2017, & 2018 criteria. The Award is granted to financial professionals who qualify for Achiever’s Club* Foundation Club**, Focus Club*** or Pinnacle Club**** with a minimum of 100,000 Sales Based Credits (SBCs*****) that are from insurance products (life, disability, long-term care and annuities). This award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the representative by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
*Achiever's Club recognizes new financial professionals in their first partial year who reach stated production levels.
**Foundation Club recognizes those in their first full calendar year as a new financial professional.
***Focus Club recognizes those in their second full calendar year as a new financial professional.
****Pinnacle Club recognizes those in their third full calendar year as a new financial professional.
*****Sales Based Credits (SBCs) are a recognition currency that rewards new sales activity by: Annualizing the credit generated by the sale of most life insurance products, providing credit when deposits are made into investment advisory accounts rather than waiting for the quarterly fees and providing credit for all other first year Grid Revenue, when earned.
*[Diamond Advisor]
3Renaissance Financial (RFC) internal advisor rankings: Diamond level advisors must have at least 425K in sales-based credits (SBC) and 1.75M grid revenue. Platinum level advisors must have 425k in SBC or 750K in grid revenue. Gold must have under 425k in SBC and 750K in grid revenue and in 5th year at RFC or beyond. Silver advisors are in years 1-4 at Renaissance. Rating is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
*[National Sales Convention]