Our Qualifications

Mark has been in the financial industry, working with clients for more than 24 years. Mark holds several professional licenses that allow him to advise on and sell a variety of financial and insurance products. In addition to owning and managing Water Oak Investments, he also owns and manages an extensive portfolio of real estate. Mark’s clients, many of whom have been with us from the beginning, are the chief contributors to our success. Their trust in Mark and his advice has allowed us to contribute to their success in amazing ways.

Levi Duncan, a financial services associate holds the certified financial planner designation. Levi collaborates with Mark on serving our clients. Having previously spent 9 years with Fidelity as both a trader and financial advisor, he brings a wealth of experience and perspective to the table.