A dedicated and accomplished financial industry professional, Mark Thomas is passionate about helping people protect what matters to them while achieving their goals. He brings over a decade of experience to his current role as Director of Practice Management, supporting a team responsible for working with individuals and families at all stages of life to save, plan and grow their wealth. His approach to this work is rooted in educating people—giving them the information and tools they need to create and implement smart money strategies. Mark is meticulously driven to make sure no details are missed so that business is done effectively and efficiently for all company clientele.
Considering his passion for education, Mark continues to seek knowledge to better serve those he encounters. His credentials include special experience in areas such as retirement income, social security, and long-term care planning. On top of offering solid advice, Mark takes pride in alleviating the anxiety that complex money matters can sometimes cause. His personal financial experiences and journey inspired him to become a financial advocate—someone he wished he had access to earlier in life.
Mark was born and raised in Hendersonville, NC. He earned a Bachelor of Arts in from North Greenville College nearby. Before entering the financial industry, Mark spent 12 years in public and private sectors of education. Mark has been an active member of Rotary International since 2013 and is the current Chair of the Board of Directors for Cabarrus Area Crime Stoppers. He and his family live in Concord, NC. When he’s not working, Mark likes playing recreational sports and spending time with his wife and 3 children.