S. Mark Lord
S. Mark Lord, CPA, ACMA, CMA, RFP, CFP, CPCA
The CEO as well as a Director of Independent Financial Services, Mark has over 30 years of experience in the Financial Services Industry.
An Accountant and Financial Planner by designation, Mark joined the Financial Services Industry in 1978 and, in addition to running a successful ongoing financial and estate planning practice, has also served in the continuing capacity of Chief Executive Officer as well as Privacy/Compliance Officer for IFS.
Mark specializes in using creative proven financial planning concepts and strategies to help his clients attain their business, financial and/or life goals. As a CPCA (Certified Professional Consultant on Aging) he has specialized expertise in terms of meeting the needs of those in the pre and post retirement stages of life.