John Mark Forney (Mark), President, is a graduate of Cal Poly, San Luis Obispo, California, where he majored in Finance and earned his MBA.  He is an Investment Adviser Representative of NPC, Financial Consultant, Certified IRA Distribution Advisor, Securities Broker and Principal, Insurance Broker, and Real Estate Broker.

 A well-known and respected speaker on a wide range of financial subjects, Mark conducts a popular series of financial workshops throughout the year that help people understand the financial planning process and make smarter financial decisions.  He has been heard on Radio KCTC (1320 AM) and published in Senior Magazine addressing estate and legacy planning, asset diversification and protection, and risk management, and he has more than 17 years experience in personal and financial planning.