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Mark R. Finley, CLU, LUTCF Pension Plan Specialist |
Mark is the outsourced pension plan specialist for MMWM. A member of The Million Dollar Round Table for more than 25 years, Mark has specialized in designing pension plans for small business owners. He understands the benefits and limitations of a pension and comes up with creative strategies to strengthen a retirement plan. Mark is a graduate of Texas Tech University with a Bachelor Degree in Business Administration. In 1985 he received the Chartered Life Underwriter (CLU) designation from the American College, Bryn Mawr, PA. He is a Life Underwriter Training Council Fellow (LUTCF). Mark and his wife Debbie met at Texas Tech and are the proud parents of son Chad and daughter Holly. Chad and his wife Michelle proudly serve in the Navy and Holly is in the Real Estate Industry.
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