Mark Stratton grew up watching his father, who founded TSG Financial Strategies in the late 1980s, help families and business owners grow and protect their wealth. Inspired to follow in his footsteps, Mark was entrusted with continuing the financial plans his father had started after his passing in 2017, a responsibility that continues to shape his work today.

As Principal and Lead Advisor, Mark works with families, physicians, business owners, and professionals across a range of planning needs. He focuses on building lasting relationships and helping clients keep their financial plans aligned with their goals and values. One of the most rewarding parts of his work is seeing clients succeed, build thriving businesses, create lifestyles they are excited about, and leave meaningful legacies for their families and communities.

Mark earned a Bachelor of Science in Personal Financial Planning from Texas Tech University. He holds the CERTIFIED FINANCIAL PLANNER™, Chartered Special Needs Consultant®, and Life Underwriter Training Council Fellow® credentials. His professional recognition includes being named a Five Star Wealth Manager (2016–2017 and 2020–2026), receiving Fortune 40 Under 40 recognition (2021 and 2022), achieving Court of the Table honors (2015–2016 and 2018–2023), and becoming a Life and Qualifying Member of the Million Dollar Round Table (MDRT).

Outside of TSG, Mark enjoys spending time with his family and four children. Inspired by the experiences of his two youngest daughters, who have cerebral palsy, he volunteers with Our Children’s House and participates in fundraisers and events supporting families of children with special needs. He also recently earned his pilot’s license and enjoys any opportunity to spend time in the cockpit.