Mark Roberts, AAMS, CFP

Focus:  With over 25 years in the financial service industry, Mark is dedicated to helping individuals and organizations achieve their goals.  Mark brings a unique blend of analytical discipline and real-world insights to offer personalized solutions in investment management, retirement planning, tax planning, qualified investment plan management, life/long-term care insurance planning, education planning, and estate planning strategies.


Background and experience:  Mark graduated Magna Cum Laude in Industrial and Systems Engineering from Auburn University.  Mark holds the CERTIFIED FINANCIAL PLANNER® certification, AAMS (Accredited Asset Management specialist) designation, and PIM® (Professional Investment Management) Portfolio Manager designation.


Away from the office:   Outside of work, Mark enjoys fishing, hiking, watching movies, and spending time with his family.

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