Mark has worked in the insurance and investment industry since 2002 operating Employee Benefits Services, Inc., to service 401k, 403b, defined benefit plans, life, health and disability insurance helping companies provide for their employees. They enjoy follow-up services such as personal claims processing to insure his clients receive the best possible service and peace of mind.
In 2004, Mark expanded into individual retirement planning for baby boomers and retirees to help clients best prepare for their retirement years. He renamed the business in November 2011 to WealthCare Investments and Insurance to better incorporate the full range of services offered.
He is an independent registered representative with a broker dealer to sell securities such as Mutual Funds, Variable Annuities, Variable Life Insurance, and Fixed and Equity Indexed Annuities. He has experience with 401k, 457, 403b, and defined benefit plans to include individual 401k Rollovers and Individual and ROTH IRAs. His experience also includes group and individual health insurance planning. Representing national companies such as MetLife, Prudential, Pacific Life, Nationwide and others, Mark can provide you with the best quality products to fit your individual needs.
Mark resides in Oldham County with his wife of 36 years, and is involved in their local church, Northeast Christian Church, Clifton Christian Church and organizations such as Dreams With Wings and Home of the Innocents. His passion is to help others meet their goals in life.
As we plan for 2014, it’s important to look back at the trends and changing legislation to assist in making decisions going forward. There are five areas to keep a close eye on as you navigate 2014. CLICK HERE to learn more, or fill out the form above for instant access!
Home Office 6603 Upper River Road,Prospect, KY 40059