Since beginning his career in financial services, Mark has served clients in a variety of roles across the industry. While he found fulfillment in those positions, he always felt called to work directly with clients as a Financial Advisor. Today, he upholds high standards of excellence as a CERTIFIED FINANCIAL PLANNER® professional.
Mark is a welcome addition to the Wellspring Financial Solutions team. With a strong background in financial planning, he is a natural fit and continues to build on our team’s core values of integrity, honesty, trust, and responsibility. Like all of us, he is particularly intrigued by the behavioral side of personal finance and finds great value in helping clients manage their emotions—not only during market lows, but also through euphoric highs. He believes mutual trust is the cornerstone of a successful client relationship.
As a Certified Exit Planning Advisor (CEPA), Mark helps business owners align personal and financial goals while maximizing the transferable value of their business. He specializes in developing strategic exit plans designed to optimize outcomes when selling or transitioning ownership.
Born and raised in Franklin, TN, Mark graduated from Battle Ground Academy before earning his degree in Finance, with a minor in Accounting, from the University of Tennessee, Knoxville. He holds Series 7 and 66 licenses, along with a Certificate in Financial Planning from Belmont University.
Outside of work, Mark enjoys spending time with family and friends, golfing, and cheering on the Vols
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
