Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.
J. Mark Case is an investment Advisor Representative with Next Financial Group, Inc. Mark attended the University of South Carolina on an athletic scholarship and was a part of the Sports Medicine program as an athletic trainer for football. Finishing in 1985, Mark worked in the financial industry until becoming Insurance licensed for Life, Accident and Health in 1988 and Securities licensed in 1991. Mark holds series 6, 7, 24, 63 and 65 securities licenses, is registered in 22 states and has actively managed insurance products and investment assets for over 30 years. Mark is the President of CMA Financial Services, Inc., an insurance agency established in 1986 and J. Mark Case Financial Group, a financial consulting firm established in 2019 both are domiciled in Lexington South Carolina. In 2018, Mark became a Certified Financial Fiduciary (CFF) and a member of the National Association of Financial Fiduciaries (NACFF). In his practice, Mark’s goal is to use holistic planning that considers all aspects and factors that could impact the plan and the lives of his clients. This approach begins with client education and culminates in a plan that not only acts in the client’s best interest but is flexible to life events that may affect his clients. Outside of his work, Mark enjoys time with his wife, Della, and son, Connor. He is a member of the University of South Carolina Lettermen's Association and an active member of Mt. Horeb United Methodist Church. At Mt. Horeb, he volunteers as a Prayer Warrior, fourth grade small group leader and a mentor for disadvantaged children in the Lexington area. Mark and Della are also involved in Haiti missions with ongoing trips planned to help bring quality healthcare to small outlying villages. As well as teaching small business practice and principles to aid in the self-reliance of the villagers. Securities and Investment Advisory Services offered through Next Financial Group, Inc. Member FINRA/SIPC CMA Financial Services and J. Mark Case Financial Group are not affiliates of Next Financial Group, Inc
Certified Financial Fiduciary ®
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