Meet Mark R. Finley, CLU, LUTCF

Since entering the financial services industry Mark Finley has provided consultative solutions to more than 500 Physicians and Medical Professionals throughout Texas. Mark has specialized in developing strategies that help his clients:

• Design and implement the most efficient Disability Income Insurance Plan available
• Consult with the clients tax advisor to insure that the Plan is designed in a tax efficient manner
• Save Money by comparing multiple Disability Income Insurance quotes
• Review and update the clients Disability Income Insurance plans as circumstances change
• Coordinate the clients individual coverage with their group coverage if applicable

Mark is a Graduate of Texas Tech University with a Bachelor Degree in Business Administration. In 1985 he received the Chartered Life Underwriter (CLU) designation from The American College, Bryn Mawr, Pennsylvania. He is a Life Underwriter Training Council Fellow (LUTCF).

Mark has led many Financial Workshops and Seminars, including Pension Planning Seminars for Members of The Texas Medical Association.

Mark is active supporter of the Texas Tech Red Raiders and is an avid golfer at The Lantana Golf Club.

Mark and his wife Debbie met at Texas Tech and are the proud parents of son Chad and daughter Holly. Chad and his wife Michelle are proudly serving in The United States Navy. Holly is in the Real Estate Industry in Austin.

Mark R. Finley, CLU, LUTCF

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