Mark founded Prota Financial in 2016 after working with a billion-dollar team at Merrill Lynch. He brings with him not only the skills honed there, but his strong planning and finance skills from his consulting background.
Prior to that, Mark spent 20 years helping executive teams shape their competitive capabilities. He combined a pragmatic view of the world with a continuous improvement approach to create lasting results. Mark received a Bachelors degree in 1993, and an MBA in 1998 – both from Texas A & M.
He has been certified in information security by the NSA, has four patents pending, and has been published by Time Digital Daily. Mark is a member of The Association of Former Students, and of the Investment Management Consultants Association (IMCA).
Mark is a SmartVestor Pro, recommended by Dave Ramsey and the Ramsey Solutions organization to help with your retirement, college savings and other investments.