Mark works with a limited number of individuals, couples, and businesses using wealth management consulting processes, including investment consulting, advanced planning, and relationship management. He enlists investment consulting to construct and monitor portfolios to support each client’s specific priorities; advanced planning to enhance, transfer, protect and share wealth; and relationship management to assemble and manage a team of that design solutions to achieve what is most important to the client.
In addition, Mark has previously served on numerous boards to give back to his community, such as the United Way of the CSRA, the Boys and Girls Club of the CSRA, the United Methodist Children’s Home, Georgia Health Decisions, the Augusta Ballet, Augustans Together, the Imperial Theater the Metro Augusta Chamber of Commerce and the Georgia Association for Community Leadership.
Mark co-hosted a weekly radio program on wealth management issues for five years and speaks frequently to professional, charitable, and civic groups on wealth management. He is also the pastor of the Riverview United Methodist Church.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS