Mark Smith has been in the financial services industry for over 40 years, receiving his CFP® designation in 1995. Mark works with individuals and small businesses to help build and maintain their wealth. Mark brings vast experience in his 40 years of financial planning and wealth management in his role as a Senior Financial Representative for Principal Life Insurance Company and a Principal Securities Registered Representative and Investment Adviser Representative. When not working, Mark and his wife, Julie, enjoy traveling, boating, golfing, and spending time with their family, friends and especially their ten grandchildren.