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Mark Southard

Financial Advisor

Phone: (830) 992-3464

E-mail: mark@siwealthmanagement.com

Mark joined SI Wealth Management as a Financial Advisor in May of 2019 after spending 13 years as an Energy Trader. As a financial advisor, Mark’s goal is to help clients develop a strategy that will enable them to reach their financial goals. Our mission is simple…….. WE STRIVE TO DO WHAT IS RIGHT FOR PEOPLE. We create strategies for individuals in all stages of life. SI is able to do this by having relationships with multiple companies to find the appropriate products needed for the situation. Whether you are in retirement, need help with estate planning, a beginning saver, or somewhere in between, we can help create strategies for you. Investments, insurance, and annuities may be a big part of our personal and business strategies. We can help with all of these. But most important, we can coordinate the efficiency of how these products work within your individual strategy.

Mark earned his Bachelor of Business Administration from the University of Mary Hardin-Baylor. He and his wife Sarah live in Fredericksburg with their two kids, Ethan and Emma. He is a member of First Baptist Church in Fredericksburg, Texas and serves on the Board of Directors for Fredericksburg Little League. Mark enjoys coaching his son’s youth teams, hunting, fishing, playing golf, and spending time at his family ranch near Eden, TX.

Mark holds the Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 securities registrations. In addition, he is licensed in Life, Accident, Health and HMO by the Texas Department of Insurance. He is a Registered Representative and Investment Advisor Representative with Securites America.

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