Meet the professionals who can help you Pursue Your Goals
We help individuals and families work toward achieving their ideal FINANCIAL FUTURE.
Meet The Team
The team behind Strategic Estate Planning Services Inc. is made up of qualified financial professionals who are passionate about helping individuals and families create a long-term financial strategy.
Mark Pruitt Founder, CEO & President
When he founded Strategic Estate Planning Services, Mark set out to attract clients by providing retirement strategies and resources with an exceptional client experience. His goal was to find people who would not only want to become lifetime clients but also powerful ambassadors for Mark and his team. Today, Mark values his decades of work with multiple generations of families.
Mark got his start in the financial services industry in 1999. His background in education helps him to present complicated information in a way that is easy for families to understand, and he truly enjoys helping clients with retirement income strategies, assets under management, annuities, life insurance, long-term care strategies and Medicare supplement plans.
Mark has passed the Series 63 and 65 securities exams, holds life and health insurance licenses in Texas and is registered as an Independent Adviser Representative. He has a bachelor’s degree from Arkansas State University.
Mark has been featured on Kiplinger.com and in Senior Market Advisor magazine, which named him “Advisor of the Year” in 2012.
Mark and his wife, Della, have been married for more than 30 years. They have two daughters, Melody and Morgan.
Della Pruitt Co-Founder and Vice President
Morgan Pruitt Financial Professional
Lamar Kerr CFP®, CPA
Steven Shaw Financial Advisor
Director of First Impressions
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today.