Mark is a founder and managing partner of Elevated Financial Management & he is both owner & president of Mark A Stimpson and Associates Inc. Our company mission is based on the core principle that education is truly needed to fully understand one’s current financial situation & then be able to implement the different income, investment, or tax strategies that will lead to a stress free & successful retirement. Mark is also a nationally certified Social Security Advisor & he teaches both Income & Social Security planning at 2 local community colleges.
Mark is also an expert on the many different rollover strategies for 401 k’s, IRA’S, 403B’S, TSP’S and any other qualified retirement plan. Mark is also an IAR (Investment Advisor Representative), a certified retirement planner, certified financial educator, and a certified senior advisor. As a way to give back, Mark volunteers to teach basic financial literacy along with many other financial subjects through different sized corporation human resource departments. Mark is Father to 3 wonderful children & 2 awesome grandsons. Mark loves to play golf, racquetball, & cook. Mark loves to spend quality time with friends but especially with his beautiful wife of 40 years.
Rees Bridges brings a unique value to the IFW as both a highly accomplished creative professional and a successful financial services executive to serve in his role as Senior VP, Marketing & Communications.
Over the last decade Rees has served as the lead marketing & communications professional for a Fortune 500 Financial Services firm. He oversaw all advisor marketing strategies, client communications, and the entire firms branding and marketing initiatives.
Rees continues to pursue his passions as a creative professional & musician for over 30 years, with an impressive profile and reputation as a designer, performer, teacher, and studio musician. Here is a little secret: He serves in the role as an international clinician for Mapex drums, Paiste Cymbals and held the record for world’s fastest drummer between 2006 and 2007.
Rees grew up in London, England and currently resides in Miami, Florida. When not at work, he enjoys spending time with family and friends, traveling, and indulging in his passions for music and creative pursuits.