Mark began his career on 09/10/2001, and his mission is to assist business owners and their families with significant net worth, high income business leaders, and charitable organizations with living, leading, and leaving a legacy through proactive and strategic planning with professionalism, knowledge, integrity, and sustained long term enthusiasm.
Mark is a Financial Advisor with Eagle Strategies LLC, A Registered Investment Advisor. He is also a Registered Representative offering securities through NYLIFE Securities LLC, and he is an Agent with New York Life Insurance Company.
Dallas Estate Planning Council (Board of Governors 2007 and 2008)
National Association of Insurance and Financial Advisors
Society of Financial Services Professionals
Partnership for Philanthropic Planning
Life and Qualifying Member, Million Dollar Round Table (MDRT)*
Elected Member, New York Life's Agents Advisory Council (2013)
Experience and Background
Previous experience with multiple Big 5 management consulting firms
Former human resources Assistant Vice President for major regional life insurance company
Former Admission Counselor and academic recruiter for Baylor University
Past and Present Community Involvement
Board of Directors, Prestonwood Foundation
Board of Trustees, Prestonwood Christian Academy
Advisory Board, College of Arts & Sciences, Baylor University
Steering Committee, Baylor Business Network of Dallas (Former Chairman)
Board of Directors, Prestonwood Pregnancy Center (Former Chairman)
Steering Committee, Baylor Day of Prayer, Dallas (Founder and Former Chairman)
Junior League of Collin County Community Advisory Board
Leadership Plano, Class 32
B.A., Baylor University; M.A., Baylor University
Enjoy learning, running, volunteer leadership
*Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence in life insurance sales performance in the insurance and financial services industry.