2015 Advisor Network Summit

CEO, President, & Founder
Strategic Estate Planning Services, Inc.
Mark and his team have completed thousands of client interviews and serves clients nationally. A Master's degree in Education has allowed him to take complicated information and make it simple for families to understand. He and his team provide resources when clients need it most in areas of Retirement Income Planning, Annuities, Life Insurance, Long Term Care, Money Management, Medicare Supplements, along with CPA, CFP and legal resources. Married 29 years, His wife Della works with him daily, together they have two daughters in college and one of them is preparing to join the practice.