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Mark Evans has extensive experience in financial services and estate planning, currently serving as a Financial Services and Estate Planning Assistance at CLA USA, Inc. since January 2018. In this role, Mark focuses on helping clients with funding revocable trusts, creating safer portfolios, ensuring efficient wealth transfer to heirs, and providing advice on generating reliable income for retirement, as well as preparing for long-term care expenses. Prior to CLA USA, Inc., Mark held the position of VP of Sales and Marketing at Gulfcoast Insurance Group, where responsibilities included seminar presentations and account servicing. Mark's career also includes managing and selling insurance and financial products at Amerilife and Health Services and Metlife Financial Services. Mark's educational background includes a diploma in college prep from Emmanuel High School.