How We Work
A client’s financial wellness and goals direct our actions. Our team is the client’s team which is made up of the Client, the Financial Advisor and the numerous resources provided by the companies we utilize. Our purpose is to help clients succeed. Financial stress effects people’s lives in many ways including their happiness, medical, marital and poor decision making. Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We strive to help people prepare for the future. We enjoy educating individuals in an easy-to-understand manner and enjoy seeing their success.
Mark Eccles, CPFA
Financial Advisor
Mark Eccles is a Financial Advisor with over 30 years of experience in the investing, accounting and auditing arenas. Mark is originally from eastern Kentucky and has lived in numerous places coast to coast in the United States and overseas and has resided in Lawrenceburg, KY for well over 20 years. One of Mark’s missions in life is to make lives of others better, regardless of the area of need. Mark served, starting at age 17, as an enlisted US Marine in the reserves, earned his Bachelor’s degree at age 20 and was immediately commissioned as a US Marine Corps Officer. Mark has served in both state and federal government (IRS) in audit or audit oversight roles. Mark has also served as an accountant in the private sector and as a business owner. In his spare time, Mark enjoys time with his wife and son. He also enjoys time in the outdoors hiking and camping and is also an avid backpacker (Kentucky, Tennessee and New Mexico).