Mark brings 25 years of experience as an entrepreneur, business owner, and consultant. As a client engagement and acquisition expert, Mark founded the revolutionary www.iPlanPro.com. This is the first global services firm focused exclusively on financial professionals. His behavioral based training and client engagement and acquisition tools are revolutionizing the way financial professionals and consumers engage. His methods are time-tested and validated across multiple sectors. His proven methods are creating success every day in the financial services, Architecture, Construction and Engineering industries.
Mark is also an affiliate and consultant to internationally know insurance and retirement Income expert, author and speaker, Tom Hegna. Together, they have integrated Tom’s financial and practice building philosophies and training into iPlan Pro.
“I am a former Army Aviation Intelligence Officer who excels in leading through adversity with integrity and a disciplined, systematic approach. It would be my honor to serve with you as you prepare to begin or advance your financial services career.”
Mark resides in Tampa Florida with his beautiful wife Melissa and his extraordinary 14-year-old daughter Callie.