President and CEO
Mark began his financial services career in 1987 in Richmond, Virginia where he built a thriving business before relocating to Salt Lake City in 1994. Among other accomplishments, Mark has carried the title of Investment Specialist for MMLISI Financial Alliances LLC, a national broker/dealer and served as Vice President of Financial Planning for a regional bank based in Salt Lake City.
Mark graduated with a major in accounting at Brigham Young University where he had minors in Business and Spanish. He authored a Spanish financial column in El Sol, an Hispanic periodical on the east coast.
Mark obtained the designation of Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC), from the American College; and is a Certified Financial Planner™ professional. Maintaining distinctive designations shows Mark's commitment to his profession and his clients.
Assistant tackles service-oriented requests for our clients efficiently and with a smile. Assistant is our go-to person for handling the processing of applications, checking and updating beneficiaries, address changes and much more. In addition, assistant provides valuable insight and assistance with marketing and makes sure the office is running smoothly.
With Keystone Financial Edge (KFE), you get much more than a Certified Financial PlannerTM professional to help clarify your financial needs and goals. Through our strategic partners, we can tap into the rich resources of seasoned insurance specialists for life, disability income, long-term care, home, auto, business insurance and more. This professional network stands ready to provide timely advice to help us lay out a plan to fulfill your goals. Once the business is in place, servicing teams are available to help make any adjustments that might be needed down the road.
Once you become a KFE client, you get access to an alliance of professionals who work with us to find the best values for your protection needs. Each of our strategic partners is a specialist in their field of expertise, and all are committed to finding the right coverage to meet your budget. What's more, there are no additional fees or charges for you to allow us to submit and handle the processing of your applications, keeping you in the loop through underwriting and providing future servicing. You have KFE to coordinate every aspect of your financial plan so everything harmonizes together.
We can simplify complex protection problems and find the most relevant products to solve them when an insurance solution is warranted. This consultative and collaborative approach helps our clients make informed decisions around a wide range of risk management, business and legacy planning needs.
Working with a team of specialists, here are some of the many insurance companies we work with:
You deserve a high level of dedication, service, and attention to each area of your financial plan. By providing you with cutting-edge resources and support, we're here to help you excel in every area of your financial goals and objectives.
Contact us with your questions and requests.
Grove Point Financial, Keystone Financial Edge, Inc, Pinnacle Insurance & Financial Services, LLC and any of our Insurance Strategic Partners are not affiliated.