Mark Westley Davis

Mark is an experienced principal with a demonstrated history working in the financial services industry. Beginning his career in 1993 Mark started helping clients minimize their taxes and determine how and when to guarantee their guarantee their retirement income for pre-retires and retired people who want a safe and reliable income. Mark works for his clients, not the financial institutions. Marks clients have complete confidentiality that their goals and interests come first. Mark’s philosophy is losses hurt you more than gains help. He doesn’t follow the philosophy “buy, hold…and pray” mentally. or its just a paper loss” investing since the markets always come back. It took the Dow Jones Industrial 25 years to come back after the depression. My clients do not want to wait that long.