Stephen uses the passion that propelled him over two decades as a ten time SEC track and cross country champion for the University of Alabama and subsequently as a world-class runner with sponsorship from Nike, Adidas, Puma, and other brands. This experience ultimately lead him to become an inductee into the State of Alabama Sports Hall of Fame. It is this fundamental passion that drives him to achieve the best outcome for his clients, associates and affiliates.
Stephen began his career with AAL (one of the mergers that is today Thrivent) and became their top producer in two years. He then moved into management with Lutheran Brotherhood (also merged since into Thrivent) where he created a field force covering parts of 11 states in the south. Years later, Stephen decided to earn a Certified Financial Planner degree and form his own firm. He then quickly became the top producer in one of the more prominent broker dealers in the US.
Stephen developed a faith-based financial services company that involved hedge funds and a $130 million proprietary values-based asset management platform. Additionally, beginning with a significant and seminal meeting on Wall Street in 2009, Stephen began due diligence into the emerging senior housing industry with the caveat of adding Christian faith and values. After commissioning focus groups and doing church canvassing he found that there was a tremendous attraction to his model. Stephen continues to consult on senior housing development.
Stephen’s Marketing Director says, “Bolt has a habit of surrounding himself with strong partners to create powerful programs that change lives, and communities. Since he has an inclination to pursue this on a regular basis, you could say it is a penchant of his. We call it Proclivity!
Stephen resides just outside Nashville TN with his wife Nikki and their two huskies.
Mark started his financial advisory career with a top tier insurance company and often led the agency as one of the top producers. It soon became apparent that to best serve his clients, that he needed more options to offer. At that point he became independent offering his clients financial products and life insurance from the top of the industry’s best companies.
Mark has invested over two decades in solving complex financial situations. In fact, Mark seems to gravitate to any scenario where the solution is not always readily apparent.
He later created a firm which wholesaled financial products from numerous companies to independent agents throughout the country. This ultimately led to working particularly with property and casualty agencies affiliated with Insurors of TN.
There is a tremendous need for unbiased, qualified information regarding financial services. One can only make an informed decision once all relevant information is available. As such, working with clients, Mark always makes certain that their needs are satisfied.
“I truly enjoy talking with people and determining what they need and want and what their goals are and how benefits them in meeting their needs and goal”.
Mark is married with 4 children and has 5 grandchildren. He enjoys spending time with his family, running, elk hunting, backpacking, and skiing in Montana and is involved with his church.