Mark is a founder and managing partner of Elevated Financial Management & he is both owner & president of Mark A Stimpson and Associates Inc. Our company mission is based on the core principle that education is truly needed to fully understand one’s current financial situation & then be able to implement the different income, investment, or tax strategies that will lead to a stress-free & successful retirement.
Mark is also a nationally certified Social Security Advisor & he teaches both Income & Social Security planning at two local community colleges. Mark is also an expert on the many different rollover strategies for 401k’s, IRA’S, 403b’s, TSP’s, and any other qualified retirement plans. Mark is also an IAR (Investment Advisor Representative), a certified retirement planner, certified financial educator, and a certified senior advisor. As a way to give back Mark volunteers to teach basic financial literacy along with many other financial subjects through different sized corporate human resource departments.
Mark is father to three wonderful children & grandfather to two awesome grandsons. Mark loves to play golf, racquetball, & cook. He also enjoys spending quality time with friends but especially with his beautiful wife of 40 years.
Let Mark show you how to plan for & then implement a truly stress-free retirement strategy that will become reality & not just a fairy tale.
