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Mark Thomas

Mark Thomas

Mark resides in Charlotte and is a lifelong native of North Carolina, born and raised in Henderson County. He attended North Greenville College, overlapping a 12-year career in education. In 2011, he identified a vast need in the public for education regarding finance. Having already felt the pains of his personal financial liabilities and the obligations of a new young family, he began his career in financial services through a relationship focused educational approach to guidance. The passion and support he provides propels his clients to take the necessary steps to alleviate their financial burdens and achieve their personal goals.

Mark holds various designations and certificates, including the National Social Security Advisor®. He assists with cash flow, debt elimination, education funding, retirement, long term care, estate preservation, and tax reduction strategies. His patience strengthens the client relationship experience while removing common stressors often felt during the process.

Mark is a proud Rotarian who loves to serve others and currently chairs a non-profit that serves the local community. He is in constant pursuit of his financial education to diversify his knowledge in the industry. When not working, you can find him spending time with his wife and three children, playing basketball, or enjoying time with friends.