
Mark Newfield
CFP® & RICP®
Financial Advisor & Managing Director

CFP® & RICP®
Mark believes both financial freedom and fun can occur concurrently. You will find that he has an active (sometimes too active!) sense of humor. He’s quite proud that his teammates, Angela and Melissa, have been with him for 14 and 12 years. He’s a little nutty about college basketball, golf, and several other sports. In addition, he loves taking beach and golf trips with his family and is an avid reader.
Financial Advisor
Executive Assistant
Financial Advisor, Managing Director
Investment Operations Manager
Investment Operations Manager
Investment Operations Manager
Managing Director, Capital Markets
Chief of Staff