The Planmark Financial Group Team
Meet Our Team
Principal, CFP®, AIF®
Fredrick Livingston’s impressive credentials include over 35 years of experience helping corporate and individual clients regarding retirement, estate and investment issues.
Fred amassed a notable executive resume prior to founding PLANMARK, including positions as Director of Qualified Plan Services for a national benefit consulting firm and Senior Vice President of a regional financial planning firm.
Fred is a licensed Certified Financial Planner (CFP®), Accredited Investment Fiduciary (AIF®) and Chartered Life Underwriter (CLU®). He has completed graduate course work in Advanced Pensions, Retirement Plan Design, Estate and Business Planning. Fred holds a master’s degree in Business Administration from Georgia State University and a BBA undergraduate degree from University of North Georgia.
His technical expertise and dedication to client service are the foundation of PLANMARK’S reputation as an innovative leader among independent, full-service pension consulting firms. Fred has extensive experience designing plans for professional groups that address the various staff structures in medical groups, and accounting and law firms.
He is a member of the Financial Planning Association, American Society of Pension Professionals & Actuaries and the National Association of Plan Advisors. He is a past president of the Alpharetta Rotary club and the North Fulton Rotary club. In addition he has served on the Board of Directors of the Golf Club of Georgia, where he was Treasurer for two terms.
Mark H. Winston has more than 25 years experience working in the financial services industry as well as for private enterprises. Prior to joining Planmark in 2010, Mark was the Chief Financial Officer for a merchandising services company, the Chief Financial Officer and later the President of a custom tradeshow exhibit designer and manufacturer, and began his career as a commercial banker. He holds a Bachelor of Science in Business Administration from the University of North Carolina in Chapel Hill.
Mark is an Investment Advisor Representative with LPL Financial. In May 2014 Mark was authorized by the Certified Financial Board of Standards to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board Certification requirements. He has received formal training in investment fiduciary responsibility and has earned the Accredited Investment Fiduciary® (AIF®) professional designation awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh’s Center for Executive Education.
A native of Virginia, but a long time resident of North Carolina, Mark and his wife moved to the metro Atlanta area in January 1987. Mark and his wife have a daughter who is a teacher and coach in the Cobb County school system and another daughter attending Troy University.
Valeri Bishop has over twenty plus years of experience in the financial industry. She is recognized as a distinguished leader in the financial services industry. Prior to joining Wellspring Wealth, she worked in a management, business development role for over two decades with Charles Schwab and Co and E*Trade Financial. Forging deep relationships and having a strong sense of accountability to building clients’ financial dreams are two of the cornerstone principles on which Valeri’s professional philosophy is built. She is also an outspoken advocate of equality in investment education, having a passion around enhancing women investors to become more financially independent.
Valeri grew up in the small western town of Douglas, Wyoming and attended Casper College where she majored in Business Administration. In her personal time Valeri enjoys hiking, and the beauty of the North Georgia Mountains at her vacation home on the river. Family time is spent with her husband, two adult children and three dogs.
CarolLynn Kent joined Planmark as a Retirement Plan Administrator in 2013. Prior to Planmark, she worked for almost 20 years at one of the country’s largest mutual fund companies. While there she managed a wide range of corporate retirement plans, including small business owners and mega-corporations with over 30,000 employees. Whatever the size of the plan, however, her focus has always been on industry expertise and personalized service.
She is currently working towards earning the American Society of Pension Professionals and Actuaries designation of Qualified 401(k) Administrator (QKA).
CarolLynn assists plan sponsors with plan design, employee education, guidance on IRS/DOL audits, plan valuations and compliance testing.
She holds a BBA from Hofstra University in Hempstead, NY.
Beth Brown has worked in Finance for over 25 years, highlighted with an entrée in banking, followed by Client Service work at a small TPA firm and working for a major telecommunications company in their Commissions department for almost 10 years. Beth is an Atlanta native and earned her Bachelor’s degree in Journalism from the University of Georgia. Before settling back down in the Atlanta area to raise a family, Beth lived in Paris, France where she travelled extensively throughout Europe and even Western Africa.
Beth serves a key role on the Planmark team as her core responsibility is client service. She co-ordinates appointment schedules, new account documentation, executing client trades as directed by Wealth Advisors. She also manages the day to day office operations.
She and her family live in South Forsyth County.