In 2011, as a newly minted Certified Financial Planner™ Practitioner, Mark met Ed Slott and realized he had been missing so much for his clients.  Ed Slott is the country's foremost expert in retirement distribution planning.  You may have seen Ed on PBS where he helped raise millions of dollars for Public Television, or on just about any news channel or financial publication. 

Shortly thereafter, Mark began training with Ed and his group of professionals and he is proud to be a member of Ed Slott's Master Elite Advisor group. 

An excerpt from Ed Slott's website reads: 

Retirement Money is One of Your Largest Assets. Are You Working with The Right Advisor?

Your hard-earned money is at high risk for being lost taxes and fees if your advisor doesn't know to ask you the right questions, isn't aware of changes to the turbulent tax code, and/or hasn't been trained in high-level retirement planning strategies.

Are you making the right moves with your retirement or are you building a savings account for Uncle Sam? The answer lies in education and working with a qualified advisor.

Members of Ed Slott's Elite IRA Advisor Group^SM train with Ed Slott and Company on a continuous basis, have completed requisite training, passed a background check, attend required workshops and complete mandatory exams. They are immediately notified of changes to the tax code and updates on retirement planning, so you can be sure your retirement dollars are safe from unnecessary taxes and fees.