Mark Brannan

Mark Brannan | Financial Representative

Mark was raised in Conway Arkansas and currently resides there as well. He serves his local community as a member of the Faulkner County Republican Committee, Faulkner County Elections and as a member of the BSA Alumni.
During his tenure with the BSA he presided over the budget, recruiting, training and professional development of junior executives and senior level volunteers.
Mark knows it is getting harder to keep up with inflation and market volatility for families and business owners.  He guides them through the development of their own wealth strategy with ongoing support so that their capital grows, their assets are protected, and their legacy is secured.

Ready to Start Investing In Your Future?

Having control of your money means you can live the life you want now while preparing for the life you want for your future

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(504) 908-2792

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Our Mission

To provide excellence in service and innovative financial product design to help our clients reach their financial objectives.  We specialize in helping our clients with the creation, maximization, protection, and enjoyment of their wealth by advocating for them to make informed financial decisions that reflect their value system, love of family, and commitment to the community.

Exit Planning

Exit Planning is the creation and execution of a strategy allowing owners to exit their businesses on their terms and conditions. Each business is unique and we can walk you through how to transition over to the next generation with a plan that works for you.

Business Valuation

The most common reasons to get a business valuation are when the company owners are considering selling the business or merging with another company. The results can also be used as leverage when trying to attract investors or when you are ready to exit the business and pass ownership along to another partner or family member.


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