Our Team
Mark Stegman, CFP®
Wealth Advisor
With 28 years of experience, I have helped clients confidently pursue and achieve their financial goals. Recognized for exceptional customer service and consistently honored by Texas Monthly Magazine, with the Five Star Wealth Manager Award, I offer trusted award-winning guidance tailored to each client’s needs—building lasting relationships grounded in integrity, expertise, and proven results.
My main office is located in Plano, Texas, providing a central hub for serving clients locally and nationwide. Although I live in Denison, Texas, I work with individuals and families across the country, offering personalized financial guidance through in-person and virtual meetings—helping you pursue your goals, wherever you are.
Outside of my professional work, I’m passionate about giving back to my community. I was honored to receive the Assistant Scoutmaster of the Year award for my role in mentoring young men through Boy Scout Troop 403 in Denison, Texas. I’ve also served on the board of our local community theatre, supporting the arts and youth programs, and contributed to various advisory boards within the local high school, helping shape educational and extracurricular opportunities for students. These experiences reflect my commitment to leadership, service, and making a positive impact both professionally and personally.
Who We Are
28 Years Of Experience
28 Years Of Experience
With 28 years of experience, I have helped clients confidently pursue and achieve their financial goals. Recognized for exceptional customer service and consistently honored by Texas Monthly Magazine, with the Five Star Wealth Manager Award I offer trusted, award-winning guidance tailored to each client’s needs—building lasting relationships grounded in integrity, expertise, and proven results.
Who We Are
28 Years Of Experience
28 Years Of Experience
Our main office is located in Plano, Texas, providing a central hub for serving clients locally and nationwide. Although I live in Denison, Texas, I work with individuals and families across the country, offering personalized financial guidance through in-person and virtual meetings—helping you pursue your goals, wherever you are.
Who We Are
28 Years Of Experience
28 Years Of Experience
Outside of my professional work, I’m passionate about giving back to my community. I was honored to receive the Assistant Scoutmaster of the Year award for my role in mentoring young men through Boy Scout Troop 403 in Denison, Texas. I’ve also served on the board of our local community theatre, supporting the arts and youth programs, and contributed to various advisory boards within the local high school, helping shape educational and extracurricular opportunities for students. These experiences reflect my commitment to leadership, service, and making a positive impact both professionally and personally.
READY TO START?
Let’s Map It Out Together
If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.