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Mark Scott is an experienced financial professional with over 20 years in the industry. Since September 2009, Mark has served as a Personal and Business Financial Planner at Heritage Financial Services, where insights from personal life experiences have enriched professional expertise in business planning, budgeting, and transitional strategies. Prior to this role, Mark was a Senior Investment Advisor at Principal Financial Group from February 2001 to September 2009, further solidifying a strong foundation in financial advisory services.