Mark holds his Series 65 Securities License and is a licensed Insurance Producer in the State of Missouri.
With over 25 years in business at the Lake of the Ozarks, he has firsthand experience with the financial challenges that business owners and employees face due to the seasonal nature of the Lake economy. "Operating a business at the Lake is like navigating the main channel on a holiday weekend" says Mark.
Mark's business experience has led him to specialize in TES – Tax Efficiency Strategies – an advanced business strategy, allowing a company or partnership to operate on a pretax (untaxed) basis and creating a private pension fund for retirement. "Finding a significant competitive advantage can be key to a successful business here at the Lake. Imagine being able to take money normally paid in taxes and instead have that money available to develop and expand your business. The possibilities are endless using this strategy. You can purchase equipment, expand and buy out competition, purchase real estate and increase your advertising or marketing campaign." Mark and his wife Julie own and operate The Sensible Group at the Lake.