Designation
Certified Financial Fiduciary® (CF2)
Issued by the National Association of Certified Financial Fiduciaries
About Mark A. Morris
My Passion: I believe that facts beat opinions 100% of the time! Studies show that most people spend more time planning a two-week vacation, rather than the next 20-30 years! Mark founded Secure Future Advisors and Secure Future Tax Advisors to help small business owners, successful professionals, pre-retirees, and retirees build a more secure future.
My Expertise: We implement unique planning processes to address the three (3) phases of life: (1) Accumulation (2) Distribution (3) Legacy These processes begin with a candid conversation, so we can “get acquainted”, and incorporate your ideas and desires. This results in a personalized “Blueprint”, which is easy to understand with practical, tax-efficient investment and insurance solutions.
My Role: Proper planning should address your personal, family, career, spiritual and financial objectives. My unique ability is to understand and implement a plan which brings more confidence and clarity to these areas of your life.
My Personal Interests: Mark graduated from The Ohio State University, and started his financial services career with Northwestern Mutual, before deciding to become an independent financial advisor in 2005. He is actively involved with the Million Dollar Round Table(MDRT), where he has been a qualifying member for 23 consecutive years (1996-2018). He has earned 8 Top of the Table(TOT) qualifications and 7 Court of the Table(COT)qualifications (top 6%).
For the past 12 years, Mark has been a participant in the Strategic Coach program, designed for entrepreneurs. Mark enjoys the insights from Warren Buffett and incorporates his wisdom in both his personal and professional life.
Mark was born in Dayton, Ohio and currently resides on a small family farm of 10 acres in Waynesville, Ohio. He and his wife, Kelly, have been married for 27 years, and have 9 children, 3 of which are siblings adopted from Ethiopia. Together, the family raises miniature donkeys, chickens, horses, and bees. Mark is a Board Member of a Child’s Hope International, a ministry focused on orphans and children around the world.
