Office (513) 924-3350 Ex. 16
Mark is a Partner and Financial Consultant with the Cornerstone Financial Group. As an Investment Advisor Representative of Commonwealth Financial Network®, he assists his clients in creating and implementing comprehensive financial plans that address the following coordinated areas: investment management, retirement income strategies, wealth transfer strategies, life and long-term care insurance planning, and charitable giving solutions. Many of his clients are physicians, lawyers, and business owners.
Mark has over 30 years of experience in financial advising and also worked as an economist for two years with TVA. Mark graduated from the University of North Carolina – Asheville and earned his MBA from the University of Kentucky in 1980.
He currently resides in Fort Thomas, Kentucky with his wife Kim. Mark is the father of five and proud grandfather of seven grandchildren. Mark is actively involved in the community organizations including Crossroads Community Church, Ruffed Grouse Society and the University of Kentucky Fellows.
Office (513) 924-3350 Ex. 18
I am fortunate to work with my dad and call myself a second-generation financial advisor. I pursued an undergraduate and then master’s degree in accounting. As a CPA, I know what details need to be in place to help people achieve their goals.
My clients are physicians, lawyers, business owners, and federal employees. I work with business owners and the HR departments within larger companies to make sure the employees fully understand the benefits that are being provided for them. there is nothing better than helping a company properly align their objectives with their strategic actions.
I have three young kids, so between work and taking care of the kids, I don’t have free time. But when I do, I am drinking bourbon or cheering on my UK Wildcats.