Senior Partner and Financial Planner
Mark joined Equitable in May 1993 and has spent more than three decades helping individuals and families work toward their financial goals. His experience in financial planning and retirement income strategies allows him to provide thoughtful guidance tailored to each client's unique needs and objectives.
Outside of the office, Mark is an active member of his community and a devoted Catholic. He enjoys watching his children participate in sporting events, golfing, boating, and spending time with family in Branson.
Professional Designations
- Chartered Life Underwriter® (CLU®)
- Chartered Financial Consultant® (ChFC®)
- Retirement Income Certified Professional® (RICP®)
- Retirement Planning Specialist
- Credentialed Holistic Financial Coach
Licenses
- Series 6
- Series 7
- Series 63
- Series 65
Education
- B.S. in Business Administration (Finance & Economics), Rockhurst College
- Columbia University, Teachers College
- University of Pennsylvania, The Wharton School
- Harvard University (Foreign Investment Certification Program)
Schedule a Meeting
Schedule a Meeting
Administrative Contact
Deacon Stout
deacon.stout@equitable.com
913-367-0826
Jennifer Raney
jennifer.raney@equitable.com
913-367-0826
Arkansas Insurance License Number 926323
California Insurance License Number 4220063