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Mark Clark, CFP®, CKA®, serves as the Managing Partner at Prestige Planning LLC since July 2010, where innovative financial risk management solutions are provided to safeguard family and business success. As a member of the Estate Planning Team since October 2020, Mark collaborates with tax attorneys, advisors, brokers, and CPAs on business transitions and wealth succession planning through the Deferred Sales Trust. Previously, Mark was the President of The Legacy Group, LLC, managing wealth management and financial planning services from March 2003 to October 2010. Mark founded Advance Medical Technologies, where integration of electronic medical records systems was spearheaded from August 2000 to March 2003. Earlier roles include Sales Manager at Insurance and Benefits Consultants and Account Executive at UPS, where Mark began a career in the logistics industry. Mark holds a Bachelor of Science degree from Indiana Wesleyan University and has pursued further education at Florida State University.