Mark Connely

Senior Partner & Financial Coach

Since 1996, Mark Connely exists to empower families to experience purpose, freedom, and abundance. It is his mission to inspire and coach families on the truths of investing and design a plan that supports their purpose.

Successful individuals and organizations have chosen to work with Mark because of his loving dedication to family, integrity, and excellence, as well as his ability to coach and empower families and businesses in an enthusiastic manner.  By focusing on your interests first, Mark will educate and prepare you to protect what you value most by helping to reduce your exposure to potential financial threats. Mark will also guide you to capitalize on opportunities using a mathematical and scientific approach rather than an approach of gambling and speculating. This gives all his clients, including you, the opportunity to optimize their entire financial world, which can help maximize their cash flow today and in the future.

In order to achieve exceptional results, you must begin to think in new ways. Through premiere investor coaching, Mark Connely can be a stand for your family to have breakthroughs that will transform the investing experience which can result in financial freedom and the confidence necessary to live life with purpose.

Mark’s career highlights:

  • Forbe’s Best-In-State Top Financial Security Professionals 2022 Award
  • Financial Advisor since 1996
  • Certified Financial Planner, CFP®
  • Contributor to Fox 26 Houston News
  • Lonestar Money Resource contributor 1070-AM
  • Contributor to Jones & Bartlett Learning – an Ascend Learning Company publisher
  • Contributor to the street.com’s Retirement Daily section
  • Contributor to money.com
  • Business school graduate of Texas A & M University, Fightin’ Texas Aggie
  • Presidents Council award winner
  • Wealth Design Group Elite Planner award winner

Personal:

  • Faith in Christ
  • Happily married with three children
  • Loves scuba diving, golfing, and running
  • Passion for music of all kinds
  • Aggie tailgating

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. AR Insurance License #1301962, CA Insurance License #0D04370.

Wealth Design Group is a Brand Ambassador for Matson Money. Brand Ambassadors are promoters who are current clients of or investors with Matson Money. A material conflict of interest exists due to the Brand Ambassador's relationship with Matson Money in which the Brand Ambassador receives an annual fee based on the assets under management of the Brand Ambassador's clients. To the extent this testimonial results in you establishing, or increasing the assets under management in, your account with Matson Money, the Brand Ambassador's compensation would increase. Additionally, while Matson Money has not compensated the Brand Ambassador for this testimonial Matson Money's inclusion of the Brand Ambassador in these (and similar) materials can increase brand awareness for, or enhance the reputation of, the Brand Ambassador. Please refer to the additional disclosures at the bottom of this page for further information.