Mark S Gardner I Managing Director

Helping Pre & Post Baby Boomers Plan for their Retirement. Your Money Matters” Committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and then provide you with only the highest quality of information, services, and products to help you reach your goals. We work hard on your behalf to tailor a solution that best fits your needs. Certified in Social Security Claiming Strategies (CSSCS) designation.

https://www.linkedin.com/company/redwood-tax-specialists/

Name: Mark S. Gardner, 214-762-2327 Title: CPA Team Based Model Consultant Area: Dallas, Texas Industry: Financial Services Background Summary: As a manager, generated over $16,500,000 in additional revenue for the firm in first 12 months through leadership over 35 Wealth Managers and Stockbrokers, while personally bringing in $85 million in new assets within the same time frame. Led niche sales group that grew assets from $0 to approximately $200 million, earning Dallas the #1 ranking office outside of New York. Increased average revenue per broker to $500,000 by creating consistent processes and accountability of individual goals. Ranked top 2% among peers in all around volume and performance in new business development, client retention, ethics, and excellent service. Experience: CPA Team Based Model Consultant I have an extensive background in financial planning with an expertise in working with CPAs and Estate Planning Attorneys. As a CPA Team Based Model Consultant, I help CPAs: • Reduce the risks that come from referring clients to third parties • Reduce the risk of losing clients by being more proactive • Provide more value and increase client satisfaction • Expand their "brain-trust" by working with some of the country’s best specialists • Increase organic growth by giving clients a story worth sharing with family and friends The economic conditions over the last 5-10 years have created a serious demand for CPAs to become much more proactive and holistic, so that they act as the ‘trusted business advisor’ for their clients. The majority of CPAs aren’t able to keep up with these shifting demands in addition to all of the tax law changes. As a CPA Team Based Model Consultant, my team and I can help with this new reality. Call me to discuss further how I can be of value to you. Mark Gardner 214-762-2327 Web site www.YourInsuranceCoverages.com

Helping investment planning agents with sales as well as personally work with clients. Specialize in the insurance products which benefit high net worth clients i.e. Annuities, Life Insurance, Insurance Captives and Offshore Accounts If interested please call 214-762-2327.

• Formulated strategies, developed roadmaps and defined business objectives that led team members to achieve growth targets in development, client management and relationship expansion. • Worked closely with the Management in the local market to develop and recommend integrated planning and products into holistic estate planning strategies. • Managed team that offered a broad portfolio of individual life, disability income and long-term care insurance protection, asset accumulation strategies and financial products for high net worth families, businesses and institutions. Strategic Sales & Market Planning New Business Development Performance Management Mentoring & Coaching Key/National Account Management Portfolio Management Profit Sharing and Retirement Planning Investment Planning

As a manager, generated over $16,500,000 in additional revenue for the firm in first 12 months through leadership over 35 Wealth Managers and Stockbrokers, while personally bringing in $85 million in new assets within the same time frame. Led niche sales group that grew assets from $0 to approximately $200 million, earning Dallas the #1 ranking office outside of New York. Increased average revenue per broker to $500,000 by creating consistent processes and accountability of individual goals. Ranked top 2% among peers in all around volume and performance in new business development, client retention, ethics, and excellent service.

Fully accredited for management receiving branch office management, registered option principal and principal licenses while working in the Galleria office, Houston, Texas

Worked doing News and Sports for KCOH News.......while in College I use to fly on private jets by hitchhiking on Private and Public Company aircraft back and forth Houston, Texas/Cleveland, Ohio.