Experience // Mark Humphrey has more than 25 years of banking and financial experience. He has extensive experience in developing and managing private banking deposit and credit relationships by closely working with high net worth individuals to help them achieve their financial goals. By utilizing a holistic assessment of each unique situation, he provides a highly personal and customized approach to financing solutions to address the complex credit needs of his clients. Mark also has expertise in serving the specialized industries of legal, real estate, and medical and dental professionals.
Education // James Madison University
Specialty Areas // Customized Lending Solutions; Real Estate/Construction Financing; Debt Restructure; Cash and Treasury Management Solutions; and Strategic Planning.
Professional Affiliations // Treasurer, Optimists International-Englewood Chapter; Board of Directors, The Family Tree.
Let’s discuss your future today.
NMLS # 437097
Utilizing both our personal experience as well as the expertise of our team, we work with you to address what’s important to you and help provide proactive financial solutions so you can meet your fiscal goals. Using a disciplined approach to discuss wealth management issues that may be top of mind today or in the near future, we are able to customize to best meet your needs and deliver the utmost in service.