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214.423.1007 | mark@triwealthllc.com
Mark began his financial services career on September 10th, 2001. He assists business owners and executive business leaders with holistic fee based financial planning, wealth management, asset protection, tax planning, retirement planning, estate planning, charitable and legacy planning, and business succession planning. Mark uses a team approach of legal, tax, and certified professionals. He is an Investment Advisor Representative with Eagle Strategies, LLC, a Registered Representative offering securities through NYLIFE Securities LLC, and an Agent with New York Life Insurance Company.
Mark graduated with a B.A. and M.A. from Baylor University. He is also a life and qualifying member of the Million Dollar Round Table, formerly served on the Board of Governors with the Dallas Estate Planning Council, was elected among his peers, and served with New York Life’s National Agents Advisory Council and in volunteer leadership roles with various non-profit and charitable organizations.
When he is away from the office, Mark enjoys outdoor activities, running, long walks, spending time and traveling with his wife, Sue. Mark and Sue reside in McKinney, Texas. They have 3 adult children.