Mark and Jeff have enjoyed a strategic partnership for many years. He is the second-generation leader of an experienced family insurance practice based in Houston Texas. He draws great strength from his family roots in a business that has continued for more than fifty years. Not only does he have a vast knowledge of insurance strategies, he also has firsthand knowledge into the benefits and challenges that come with running a family business.
Mark brings a wealth of knowledge of Life, Disability, Health and Long-Term Care Insurance in today’s world. He specializes in the design and implementation of strategies to enhance the overall protection of a client’s financial plan. He brings the personal touch of many years of experience and individually cultivated relationships with the decision makers of the industry’s most prestigious and respected carriers for each client’s unique situation.
“My Dad taught me each one of our clients is special. There’s no panacea other than hard work, sweating the details, and face to face negotiation to get every one of them the results they deserve.”
He holds Series 65 and Life, Health and Life Settlement certifications and is a graduate of the University of Notre Dame.