You deserve more than cookie-cutter financial advice. You deserve a relationship rooted in trust, care, and integrity—where your values and goals guide every recommendation. That’s how we do things.
We partner with the most reputable companies and teams with significant experience to provide retirement solutions for you.
Aion Retirement understands that retirement is about more than just financial security. Yet financial security can provide a foundation of peace and confidence which positively impacts your post-work life, from health and wellness to leisure and personal growth.
Money isn’t about excess. It’s a tool to provide stability, to give generously, and to leave a meaningful legacy. We help you steward your wealth wisely in the most tax-efficient way—without hype, pressure, or jargon. Whether you’re preparing for retirement or planning your estate, our mission is simple: Help you make smart, tax-efficient decisions that align with your faith, your family, and your future.
Mark began his financial services career in 2001 with a national broker-dealer earning his securities license Series 7, 6, 63 and 65, as well as his insurance license. After five years experience, Mark earned the CERTIFIED FINANCIAL PLANNER (CFP™) designation, his Certified Senior Advisor (CSA™) designation, as well as became a CFA Level I Candidate.
Mark eventually started and owned his own Registered Investment Advisory (RIA) firm, then joined the Wealth Management team with Capital Advisory Group where he served clients, managed portfolios and oversaw operations. In the current season with Aion Retirement, Mark recognizes a significant need exists for Preservation stage and Distribution stage strategies for retirees and those approaching retirement.
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