Currently a member of the SageView Financial Education team. Mark’s focus is to support plan sponsors by engaging participants in a wide variety of financial literacy topics. An important goal is to reach employees at all stages of their career by offering seminars from new employee orientation to pre-retirement, with touch points along the way to help participants stay on track for reaching their retirement goals.
Before becoming a part of the SageView team, Mark worked 15 years for large plan sponsors supporting both the CFO and HR director in designing and implementing Total Rewards programs. Mark led efforts to establish a single employee defined benefit and defined contribution plan that were a part of multiple employer plan. Once established, the plan designs were modified to strike the balance between the financial goals of the institution and maintaining retirement programs that were competitive and supported the recruitment and retention of top talent.
Mark graduated with High Honors from the University of Tennessee with a B.S. degree in Accounting. He passed the C.P.A. exam and maintains his license in the State of Tennessee in an inactive status.