Mark Winston brings an extraordinary range of experience to PLANMARK. His 25 years of executive experience spans both the financial services industry and private enterprises. As the former CFO for several successful private companies, Mark brings a unique understanding of the qualified plan and 401k plan issues business owners and executives deal with every day. His achievements include helping the owners of the private companies achieve their ultimate goal of cashing out and monetizing their investments. Having the dual perspective of someone who been both corporate executive and consultant, Mark has great empathy for business clients, a singular advantage few financial advisors possess. An early career in commercial banking prior to his corporate experience rounds out Mark's diverse business background.
Mark is a licensed Accredited Investment Fiduciary (AIF®). He holds a BS in Business Administration from the University of North Carolina in Chapel Hill. Mark and his family are members of Saint Andrew UMC in Marietta where he is member of the Finance and Stewardship committees.
E-mail Mark at email@example.com