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Mark S. Flannery, CFP®

Mark S. Flannery, CFP®

Founder, Senior Financial Advisor

I am a CERTIFIED FINANCIAL PLANNER™ professional from the College for Financial Planning. Holding a Bachelor's Degree in Business Management from Northern State University, I have amassed over 40 years of experience in the Financial Services Industry. With securities registrations in Series 7, Series 6, and Series 63, I am well-equipped to provide comprehensive financial advice. Additionally, I am licensed in Life, Long-Term Care, Disability, and Health Insurance. Currently, I serve as a Registered Representative of Grove Point Investments, LLC, as well as an Investment Advisor Representative of Grove Point Advisors, LLC, where I assist clients in achieving their financial goals.

On a personal note, I have been happily married to my wife Rene for over 40 years. Together, we have been blessed with four children and eight grandchildren. Spending time with my family and grandchildren brings me immense joy, and I take great pleasure in watching them compete in their various sporting events. In my leisure time, I am a current member of Island View Golf Club, where I enjoy playing rounds of golf with friends, family, and clients. During the winter months, I relish spending time away in Marco Island, FL, enjoying the warmer climate and embracing relaxation.