Experience

Integrated Financial Solutions Group

• United States
• Financial Services
• 1 - 100 Employee

• Financial Planning / Investment Management

  • Jan 2006 - Present

• Founder/ Managing Partner

  • 2006 - Present

  Plano, TX 40 Years experience in Financial Services. Mark is prepared to meet the advanced financial planning needs of individuals, professionals and small business owners, with an in depth understanding of the key financial planning disciplines, including insurance, income taxation, retirement planning, investments and estate planning. Member of Dallas Estate Planning Council, Estate Planning Council of North Texas.



Integrated Generosity LLC

• Founder / President

  • Dec 2014 - Present

  Plano, Texas He is a member of the North Texas Chapter of the Partnership for Philanthropic Planning and has served on the Generosity Council for the National Christian Foundation of North Texas. Mark formally served as the Managing Director and Co-Chairman of the DFW chapter of The Barnabas Group, which was launched under his leadership in 2014.



Integrated Generosity for Faith Based Families

• United States
• Financial Services

• Author

  • May 2015 - Oct 2020

  Plano, TX "Integrated Generosity for Faith Based Families - Moving from Involuntary Philanthropy Toward Intentional Stewardship and Directed Generosity" includes contributed content from Bob Shank, David Willis, Todd Harper, Steve Kaloper and Aimee Minnich. Joining the power of biblical truth and stewardship with the practicalities of modern wealth management and Kingdom-oriented impact, Integrated Generosity was written to assist faith based families unleash directed "Kingdom Generosity" while… Show more "Integrated Generosity for Faith Based Families - Moving from Involuntary Philanthropy Toward Intentional Stewardship and Directed Generosity" includes contributed content from Bob Shank, David Willis, Todd Harper, Steve Kaloper and Aimee Minnich. Joining the power of biblical truth and stewardship with the practicalities of modern wealth management and Kingdom-oriented impact, Integrated Generosity was written to assist faith based families unleash directed "Kingdom Generosity" while achieving desired objectives for family wealth transfer and stewardship. Mark holds the knowledge and tools needed to help clients articulate and advance their highest aspirations for self, family, and society. Having learned earlier in his career to plan for client needs, Mark provides a higher level of service to his donor/clients, and to help advance philanthropy in their local communities. Mark is a top planner working to make our towns and cities better places to live for generations to come. Show less



The Barnabas Group DFW

• Managing Director / Co-Chairman

  • Jun 2014 - Jul 2018

  Plano, Texas



The Master's Program

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Alumni

  • 2005 - 2011

  Plano, TX The Master's Program is designed to connect with business professionals. The Master's Program is unique in that it combines business experience and individual strengths with personal interest in Kingdom opportunities. When Balance is absent in other areas of our life besides the marketplace, our most precious resource time is held captive to the urgent. Too often the price of leadership in the marketplace has created a loss of personal margin, that is, a bankruptcy of time, resources… Show more The Master's Program is designed to connect with business professionals. The Master's Program is unique in that it combines business experience and individual strengths with personal interest in Kingdom opportunities. When Balance is absent in other areas of our life besides the marketplace, our most precious resource time is held captive to the urgent. Too often the price of leadership in the marketplace has created a loss of personal margin, that is, a bankruptcy of time, resources, and creative energy available for Kingdom leadership. Join TMP to regain the power to choose and develop perspective. Show less