Mark's passion is to provide continuous financial guidance that individuals and families need to secure their financial future. He has been developing safe, conservative retirement and estate plans for over 15 years. In addition to providing products and services from a number of the largest, most stable and well-respected names in the financial industry, his number one commitment is to serve his many clients and to make sure that he will be there when their life situation changes. He is a C.E.P., (Certified Estate Planner) and an R.F.C. (Registered FInancial Consultant).The Lloyd Group Inc. has partnered with some of the premier firms in the estate planning and asset protection arena in the Southeast. Some of these firms include:

Estate Planners of Georgia LLC- Owned and operated by Don Ash of Rome, Georgia. Don and Mark have had a working relationship since January of 1991.They have jointly held informational workshops over Northwest Georgia since that time.

Morris & Bryson LLC- The lawyers in the firm consist of James C. Morris, Jr. and Richard S. Bryson. Jim and Richard have helped clients solve tough and challenging issues with the use of comprehensive estate planning documents and sound legal advice. Jim is a Certified Public Accountant as well as an attorney. He is a member of the American Association of Attorney-Certified Public Accountants, Inc. (only 3% of Attorneys and CPA's qualify for this). Richard is a member of the National Academy of Elder Law Attorneys. He has presented many lectures and estate planning forums throughout Georgia. Their firm is located in the same building as The Lloyd Group Inc. For years, Morris & Bryson and The Lloyd Group Inc. have jointly helped clients navigate the tough terrains of life. With this team approach, all of your financial, retirement planning, insurance, tax advice and legal document needs can be solved at one location.

Blake Morris, M.B.A . has been a family friend for over 16 years and is the son of James C. Morris, Jr. of the law firm of Morris & Bryson, LLC. Blake graduated from The University of Georgia with a degree in Finance in 2002 and received his M.B.A. in 2005. He has been in the insurance industry for over five years with some of the top carriers including Liberty Mutual and St. Paul/Travelers. Blake is currently a candidate for CFP® certification and is a Registered Investment Advisor Representative. His diverse background allows him to develop a customized, personal plan for each and every client based upon their needs. Blake is happy to share his expertise in assisting clients achieve their goals, plan for tomorrow, and develop strategies that allow their money to last a lifetime. He and the rest of The Lloyd Group, Inc. look forward to serving their clients, today, tomorrow, and whenever life changes.

Drew Jones B.B.A. , is a Registered Investment Advisor Representative for The Lloyd Group, Inc.  He has been a family friend for many years and is Mark's son-in-law.  Drew has a Finance degree from the University of Georgia, and that is where his expertise lies.  His financial background provides for extensive knowledge in portfolio analysis and managing risk.  Drew's main goal is to help secure an individual or family's financial future through time-tested retirement programs or providing estate planning solutions to protect their assets.  He is able to provide a variety of programs and advice that best fit his clients' needs.  Drew, along with everyone at The Lloyd Group Inc., takes pride in their commitment to servicing their clients for life.

Don Ash is the owner of Estate Planners of GA, LLC. He is a Certified Estate Planner, a Certified Trust and Financial Advisor, an Investment Advisor Representive, and a licensed Insurance Professional. Don is a member of the American Bankers Association and The National Association of Estate Planners and Councils. He has over 30 years experience helping families protect their hard earned assets.

Tracy Williams is a native of Rome, GA and came to Estate Planners of GA after retiring from the U.S. Air Force after a 26 year career. He does a full scope of retirement planning to help preserve clients retirements assets, he offers educational retirement workshops, and is a licensed health and life insurance agent in Georgia and Alabama. Tracy is a professional member of the Veteran's Assistance Association (VAA) where he assist clients in qualifying for VA aid and attendance benefits.