Saturday, May 19, 2012

"I wanted to share with you how excited I am to be working
with the RFG team as our new broker of record.The whole
staff have been awesome, in a word. I’ve been in the
business for 25 years now and RFG is definitely one of the
best brokers with which I’ve had the pleasure of working."

- Steve G., HR Manager

Mark Porter - Financial Srvcs Practice Leader & Partner

Mark has spent his entire career helping clients - mostly employers - manage their fiduciary responsibilities and their employees' future retirement outcomes.

Starting out as a CPA, Mark soon became licensed as an investment advisor.  He has spent nearly half his professional career working at RFG.  Today, he heads up the Financial Services practice where he mostly helps employers set up and/or manage their qualified retirement plans focusing on fiduciary best practices.

Mark graduated from the University of Texas, as Austin.  He is also active in the local community where he serves on several charitable boards.

About Mark


  • 25+ yrs financial services experience
  • CPA, insurance & securities licensed

Extensive experience in retirement plans and investments.


Personal - Mark has a son; he's active in the community;  and he enjoys outdoor activities (running, boating, etc.).


   

Direct
Fax

    - 
    - 

(512) 617-8722
(512) 478-8786



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