Mark Schupbach

Mark's involvement with the church and ministry began more than 30 years ago. He has served as an elder and president on three church governing boards. He was also involved in Bible Study Fellowship for almost 20 years, including serving as the Men's Teaching Leader in Dallas for 9 years. In 2003, Mark founded Next Step Bible Study to encourage participants to seek a deeper, more intimate relationship with the Lord Jesus Christ. Each week, over 200 people from over 40 different churches gather to study God's Word with a focus on practical application. With a firm reliance on the Holy Spirit, Mark enjoys exhorting believers to get out of their "comfort zone" and fulfill their purpose.

Professionally, Mark is the Founder and Chief Executive Officer of a financial life-planning firm in Plano, Texas, that helps enable successful families to pursue their most important life goals. Clients benefit from his 40 years of financial experience in creative financial problem solving. He is especially adept at helping them draw out their values and prioritize their objectives. Believing that finances and faith are intertwined, Mark incorporates Biblical principles and values into financial planning and wealth management.

He received his undergraduate degree in business at Bethany College in Kansas. He also received the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from the American College in Pennsylvania, and he holds FINRA Series 7, 24, and 63 securities registrations with LPL Financial. Mark is a Registered Representative with and securities are offered through LPL Financial, Member FINRA/SIPC. Financial planning services are offered through CPF Texas, a Registered Investment Advisor.

Mark has been married to his wife Marty since 1969. They have three daughters, three sons-in-law, and six grandchildren. They currently reside in Frisco, Texas.

The following are some of the awards and boards that Mark has been blessed to be a part of over the last 35 years:

The Turn Around Agenda (Dr. Tony Evans)

EvanTell Ministries (Dr. Larry Moyer)

Insight for Living (Dr. Chuck Swindoll)

Dallas Theological Seminary - President's Council

2012 Roaring Lambs Hall-of-Fame Honoree

2010 America's Top 1000 Financial Advisors by Barron's Magazine

2010 Bethany College Distinguished Alumni Award of Merit

2007 Top 100 Independent Advisors in America by Registered Rep Magazine