Mark A. Morris

CEO

Phone: (937) 853-7529
Fax: (937) 853-7533
E-mail: mark@morrispool.net

Mark and his wife, Kelly, are  blessed with six wonderful children...Hailey, Trevor, Colin, Eli, Meredith and Isaac.  His passion includes helping other parents build strong families, teaching families how to raise Godly children and how to manage their finances. He serves on the Board at Christian Life Center and is part of a Strategic Planning group.

Mark graduated from Ohio State University with a B.S. in Zoology.  After graduation and a successful internship with the Southwestern Co. in Nashville, TN, he was very successful in building a direct sales organization at various colleges in the Midwest.  He achieved the "Wall of Greats" for recruiting and development.

Mark entered the financial services industry in 1987, and has achieved numerous awards.  He is a member of the Million Dollar Round Table (MDRT) with a Court of the Table Qualification(top 2% of all financial service advisors in the world).  Also, achieved the National Quality Award and National Sales Achievement Award, along with membership in the National Association of Insurance and Financial Advisors. 

His clients include retirees, affluent professionals, executives and business owners in various professions.  Mark's strength is designing and coordinating the various areas that make a sound financial plan, including investment and insurance planning, with tax efficiency.