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Mark A. Thomas, CLTC®, FSCP®, LACP, NSSA®

Mark A. Thomas, CLTC®, FSCP®, LACP, NSSA®

Financial Advisor

With nearly 15 years of exemplary leadership in the financial services industry, Mark stands out as a seasoned financial advisor celebrated for his advocacy of a comprehensive approach to financial wellness. Throughout his career, he has continually showcased innate teamwork skills and a dedication to achieving unmatched results for both clients and the institutions he has worked with. His colleagues describe him as a forward-thinking, motivated professional—approachable, personable, and a trusted expert known for providing superior solutions and delivering results.

 Mark is passionate about his commitment to comprehending the needs of every client. His attention extends beyond conventional financial measures; he champions a holistic methodology that takes into account unique aspirations, lifestyle, and values. His goal is to empower clients not only with sound financial guidance but also with strategies that resonate with their broader life goals. He excels in crafting customized strategies for each case, guaranteeing that each client feels empowered to achieve their financial objectives.

 Driven by his passion for education, Mark is a lifelong learner to enhance his service to others. His qualifications encompass specialized expertise in areas such as retirement income, social security, and long-term care planning. Mark prides himself in offering sound counsel to his clients, ensuring their long-term goals are met. Motivated by his own financial experiences and trajectory, he aspires to be the financial advocate he wished he had encountered earlier in life.

 Mark was born and raised in Hendersonville, NC. He earned a Bachelor of Arts degree from North Greenville College. Before entering the financial services industry, Mark spent 12 years in education. He 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. When he's not working, Mark likes playing recreational sports and spending time with his wife and their three children.