Mark Loftis
Financial Advisor
CFP®, CLU®, ChFC®, ChSNC®, AIF®
About Me
I’m a long-time resident of Germantown, Tennessee where I live with my wife, Stacy, and our six children. I played basketball as a student athlete during my time at Rhodes College. When I’m not helping clients, I’m active with the Memphis Union Mission, volunteering my time to serve the homeless. I’m also a member of Crossroads Baptist Church in Eads where I participate in international missions. I enjoy exercise, travel, and spending time with my family.
Business Philosophy
Preparing for that next step in life isn’t always easy. New clients approach me with similar concerns: increasing demands on their time and resources prevent them from taking appropriate steps to make positive financial outcomes possible. I’ll guide you through the team-based, process-driven approach to financial preparedness that has helped many of my clients. Contact me today to learn how you may benefit from putting our team to work for you.
Professional Qualifications
Licenses
Memberships & Designations
Focus Areas
Contact Me
Strategic Financial Partners
949 South Shady Grove Rd., Suite 300
Memphis, Tennessee 38120
Phone: 901.767.5951
mloftis@strategicfinancialpartners.com
1637920