Mark serves in dual capacities--as an Institutional Trust Consultant supporting FiPar's institutional trust clients with advanced tax and estate planning solutions and serves as an Independent Professional Trust Counselor to RIAs participating in FiPar's "Private RIA Trust" program developing legacy trust business for advisory firms.

Mark's career path has ranged from insurance claim adjuster to law clerk, associate attorney, co-founder of boutique law firm, Trust Officer, Adjunct Professor in taxation at University of Mobile, Trust Manager of two Trust Departments and multi-state trust business development manager of a regional bank.

Bank tenures have included Trustmark, Regions, Hancock and Amsouth.

Mark earned his BBA in Finance from University of Montevallo, Montevallo, Alabama, and his JD and LLM in Taxation from University of Alabama, Tuscaloosa, Alabama.

Important career achievements and community activities have included:

· Alabama Bar Association, Probate, Trust and Real Estate Section, Current Board Member
· Alabama Bankers Association, President of Trust Division 2021-2022, Board Member 2008- present
· Estate Planning Council of Northwest Florida, President 2023
· Estate Planning Council of the Emerald Coast, Member
· Estate Planning Council of Mobile, Member
· Junior Achievement of Southwest Alabama, President 2020-2021, current Board Member
· Alabama Coastal Foundation, Treasurer 2012-2021, current Board Member
University of Montevallo Foundation, Board Member 2002-present · Mobile Area Chamber of Commerce, Board of Directors 2004-2006 · Troop 227, Boy Scouts of America