Mark was a pioneer of the industry moving from general insurance to life insurance in 1981 and then on to Financial Planning in the mid 1990’s when he founded the practice.
Mark provided financial advice to our clients for over 30 years. He was passionate about ensuring people were sufficiently covered in the event of illness and injury and felt that overall financial planning was a logical extension of this, with a broadening focus on client’s overall life goals and the best way to achieve them.
He held the highest designation available in this field of Certified Financial Planner and was an active member of the Financial Planning Association.
Mark passed away in June of 2019.