In 2008, John joined our firm adding more than eighteen years of financial services experience to our team. He started his career at New York Life and later transitioned to private practice. John has spent the last decade working primarily with business owners as an independent financial advisor. As a coach and teacher at heart, John shares Mark’s passion for helping clients (and their families) reach their full financial potential. John resides in Frisco with his wife, Betsy, and their four children. John enjoys coaching various youth sports, and spending time with family and friends. John and family are members of Prestonwood Baptist Church, where John teaches Sunday school.
Mark Trewitt, CLU, ChFC
Partner / Financial Operations Manager
New Business Manager