Mark L. Smith CFP®

Mark began his career in financial services in 1989, having been raised in the culture of financial planning. Mark’s mother, Isabel, is a Certified Financial Planner® and she and Mark’s father, Larry, founded IFS in 1982.

Mark graduated summa cum laude from University of Detroit Jesuit High School and magna cum laude from Duke University. He received an MBA® from the University of Michigan in 1988, a Certified Financial Planner (CFP®) designation in 1992 from the College for Financial Planning, and shortly thereafter joined the staff of IFS. Mark became Principal of the firm in 2004. Mark holds FINRA Series 6, Series 7, & Series 24 Securities Licenses, and NASAA Series 63 License. Highly committed to service, Mark devotes a great deal of time to civic and charitable organizations, both nationally and locally.

Mark enjoys a variety of outdoor activities, including water skiing, downhill skiing, and mountain climbing. He also enjoys just “being”—both in nature and with his family. He has been married since 1988, and he and his wife, Barbara, have two children, Conor and Tara.

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