A believer in following the fiduciary standards by developing strategies to tackle the Clients short-term, mid-term and long-term goals. By implementing successful and tried methods of creating, maintaining, and preserving the Clients assets.
Mark has been assisting Clients needs for over 22 years. He focuses on the clients’ needs by education, monitoring and implementing strategies. He educates his Clients in the three cornerstone strategies, Cash, Risk and Wealth Management.
Mark served in the United States Army and retired in 2002. He took up the mantle in that year to assist Americans in their desires to become financially sound. He retired from his previous firm in 2023 but still found a desire to help. Timko Financial was founded in 2024 for the sole purpose of assisting those with the desire to pursue FINANCIAL FREEDOM!
PROFESSIONAL LICENSES
- Series 6 (Investment Company and Variable Contracts Products Representative Exam)
- Series 63 (Uniform Securities Agent State Law Exam)
- Series 65 (Uniform Investment Adviser Law Exam)
- Life & Health Insurance
- Property & Casualty Insurance
*All FINRA Licenses held through LPL Financial
PROFESSIONAL EXPERIENCE
US Army 1982 – 2002
First Command Financial Services 2002 -2023
Timko Financial 2024 – Present