Mark Goodman, CEP, AEP, MBA

Financial Adviser

Mark has worked for the Carlisle Group and consulted for the investment banking firms of Goldman and Sachs, Deutsche Bank, Credit Suisse, J.P. Morgan and many others building premium financing models forr the past 25 years. 

A featured speaker and author of numerous published articles on advanced estate planning and tax reduction, he has co-authored the book Estate Planning for the 21st Century.  Mark is a member of the Million Dollar Round Table and the Top of the Table, a distinction earned only by the top 450 financial planners in the world.  In adition, he is a member of both the National Council of Certified Estate Planners and the International Association of Financial Planners. 

Mark received his BA from Hamilton College (cum laude) with a double major in English and Economics and an MBA from Carnegie Melon.  

Mark and his wife live in Naples, Florida with their children Jamie and Emma.

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