The Essentials in Depth

Mark started selling insurance for a major insurance company right out of high school to help put himself through college. After graduating with a degree in finance, he dove into estate planning on the financial side to set himself apart from other financial advisors. However, as changes were made to estate tax laws over time, Mark shifted his focus to income tax strategies.

Mark’s philosophy is “the blueprints are more important than the wall paper or carpet.” The wall paper and carpet represent products like investments and insurance policies, whereas the blue prints represent the strategies. Once strategies that truly fit the client’s needs are put in place, our focus can shift to providing you with the right products. According to Mark, “It doesn’t matter what carpet we use if the walls are not in the right place.”

Mark Roberts was born and raised in the Kansas City area, and he’s spent 21 years in the financial services industry. He and his wife of 24 years, Amy, have three children: Garrett, Paige and Savannah. In his spare time, Mark loves to play golf. However, his real passion is coaching his kids’ sports teams.