The Coe Team

Many people consider rolling over their 401(k) dollars when they change jobs or retire. Depending on your financial goals, your age and your investment strategy, it may make financial sense to roll over some of your assets while you’re still working and contributing to a 401(k) plan. We can help you determine if a rollover fits with your overall retirement savings strategy. Using our exclusive Confident Retirement® approach, we’ll work together to identify personalized financial strategies that can evolve over time. Together, we can help you work toward your financial future with more confidence.



Team

Mark Blankinship

Mark Blankinship

Registered Client Service Associate

Qualifications

  • Over 20 years of financial industry experience.
  • Series 6, 7, 63, 65 Securities Licensed
  • TX Life & Health Insurance Licensed
  • Loves spending time with his family, bike riding, and home improvement projects in his spare time.

Roles & Responsibilities

  • Providing clients with exceptional client service
  • Scheduling client/prospect meetings
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