Mark A Evers, MBA, CRPC, CFP

“I’ve never met anyone who was mad they had too much money in retirement. My goal is to help retirees have a financial legacy they can leave behind, blessing their families, churches, and their communities.” – Mark Evers, MBA, CRPC, CFP

Mark Evers started his career in the financial industry in 2000 at Janus Mutual Fund as an Investment Representative and worked at several other investment firms before helping to start Red Oak Financial Asset Management. Mark also taught Business and Finance at two different high schools from 2010-2016. Because of Mark’s passion for education and helping others, he served as the Secretary-Treasurer for the Round Rock Optimist Club from 2009 – 2016. Mark holds the Chartered Retirement Planning Counselor designation from the College for Financial Planning and is TEA certified to teach High School Business, Finance, Economics, and Social Studies.

In 2016, Mark was accepted to the PhD program in Personal Financial Planning at Texas Tech University. This industry leading program produces the nation’s leading talent in Personal Financial Planning and is often recognized as a top Certified Financial Planning (CFP) program. Mark’s research will focus on behavioral finance from a personal finance perspective and specifically look at Sudden Wealth Effect in retirees. Mark hopes to help Financial Planners better serve clients entering the retirement phase of life. In addition to his PhD Studies, Mark is also a Graduate Teaching Assistant for the Personal Finance department teaching students in the PFI-1305 course Life, Love and Money.

Mark helps people to move from the poverty money cycle to the prosperity money cycle through education and being your personal enthusiast. Mark starts with helping people develop a vision for their life and finding fulfillment in their work. Once the vision is clear, he helps people align their financial behavior according to their definition of a meaningful life. Call Mark if you want to align your finances according to your values. Mark can be reached at (512) 415-5094.