Financial Advisor3848 Osage Beach Parkway Osage Beach, MO 65065 Phone: 573.348.2761 Email: firstname.lastname@example.org
Mark dedicates his professional life to helping individuals achieve both their short- and long-term financial goals. Combining a wealth of knowledge and access to cutting-edge research tools, he develops personal investment strategies for individuals.
By taking time to get to know you, Mark helps your define and prioritize your goals. He then presents a strategy to consider that reflects your personal preferences, time to invest and tolerance for risk. Once your strategy is in place, Mark will invite you to periodically review the progress of your strategy towards attaining your goals. These periodic conferences allow you and Mark the opportunity to examine appropriate market or life-style adjustments, to keep you on track toward a life of financial independence.
Mark began his career in financial services in St. Louis in 1986. He joined InvestorServices located at Central Bank of Lake of the Ozarks in 2010. He and Stephanie, his wife of over 30 years, are the proud parents of three young men. True to their motto of “Service above Self”, Mark is an active member of the Lake Ozark Rotary Club. He relishes the time he gets to spend with his family and occasionally sneaks in a round of golf.
Registered representative of INVEST Financial Corporation, member FINRA /SIPC . INVEST and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with any other entities named. Products and services offered through INVEST *Are not FDIC insured *are not guaranteed by any Bank* may lose value.
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