Mark has a client-centered, independent practice working primarily with physicians and dentists across the country. He believes in developing lifelong relationships with his clients helping them build and protect wealth on their way to financial independence. Mark accomplishes this with honesty, trust and open two-way communication. Mark is a qualifying member of the Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals®.
Mark elects to work with medical professionals specifically because he feels they’re in alignment with his values: strong work ethic, being goal-driven, and possessing the desire to help others. It is his priority to help his clients pursue their financial and business goals so they can focus on what they do best; the betterment of public health. He is a co-author of Physician’s Guide to Financial Independence as well as of The Dentist's Guide to Financial Independence. Mark has numerous years of experience helping clients overcome the obstacles that are specific to medical professionals as they try to reach financial independence, whether that is done through starting a practice, joining a partnership, independent contracting, or an academic practice.
Mark’s main office is located out of Dallas, Texas where he spends a lot of time helping young physicians settle in to practice. He believes that the habits formed early on in practice, good or bad, typically stick with someone and shape their long term financial future. That is why he is so passionate helping people form good financial habits early on, so they are positioned to reach their goals.
Some of the areas that Mark specializes in are:
- Risk Management – True Own Occupation disability insurance, life insurance strategies, and asset protection strategies*
- Retirement Strategies– 401k, Roth IRA, 403b, Traditional IRA, SEP IRA, Solo 401k
- Tax Minimization Strategies* – Saving for the long term while minimizing taxes over a life time
- Debt Management – Student Loans, Personal Loans, Mortgages, and Credit Cards
- College Funding
- Estate Planning*
Mark received his bachelor of business administration at Baylor University. Mark enjoys traveling with his wife and family, the outdoors (including fishing, camping, and hiking), running with his dogs, and playing basketball. He is actively involved with his church and the non-profits Stop Alzheimer’s Now (www.stopalzheimersnow.org) and Arrows of Light. Arrows of Light is a ministry raising up young leaders and expanding their horizons in the US and Central America. He is FINRA Series 7 and Series 66 registered; Life and Health Licensed, and Variable Life and Annuity Licensed.
Mark is a registered representative and investment advisor representative of CRI Securiites, LLC and Securian Financial Services, Inc. 1793779/DOFU 05-2017
Aside from the knowledge and experience you will receive from your advisor, North Star provides a team of experts within their specialties dedicated to helping your advisor choose well-suited products or services for you.
Name: Chase Brakke
Title: National Disability Insurance Specialist
Name: Chris Sitek
Title: Vice President, Life Business Development
Name: Jeff Landt
Title: Vice President and Director of Investments
Name: Carrie Hancock
Title: Vice President, Financial Planning Resource Center
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