A complete list of active advisors currently associated with Lasting Mark Retirement Group LLC

Warmer can help you find a great advisor at Lasting Mark Retirement Group LLC or one who fits your needs even better.

Lasting Mark Retirement Group LLC provides ongoing portfolio management and financial planning to individual and high‑net‑worth clients. The firm prepares an Investment Policy Statement for each household and delivers financial planning reports using MoneyGuidePro as part of its ongoing service offering. LMRG’s investment approach is grounded in modern portfolio theory and a long‑term trading horizon, with portfolios tailored to clients’ goals, time horizons and documented risk tolerances; it generally seeks discretionary authority but will accommodate non‑discretionary arrangements. Financial planning areas explicitly included in the firm’s services include retirement income strategies, proactive tax planning, healthcare and long‑term care reviews, and estate and philanthropic planning. Compared with many peers, LMRG operates from multiple offices (eight) and regularly offers free public retirement seminars and workshops in libraries and community centers. The firm may direct clients to third‑party advisers (including a relationship with AE Wealth Management) and its principals have insurance agency affiliations; these business relationships and potential conflicts are disclosed and addressed in firm policies.

To learn more about the advisors currently working at Lasting Mark Retirement Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Lasting Mark Retirement Group LLC's office locations.

Name	Location	Years of experience
Joshua Burns	Flowood, MS	13
Darren Butler	Brandon, MS	0
Jason Craig	Springfield, MO	1
Daniel Nicolaescu	Springfield, MO	5
Jarrod Null	Nacogdoches, TX	13
Michael Parker Jr.	The Woodlands, TX	11
Samuel Russo	Dublin, OH	0
Hunter Savage	Springfield, MO	0
Patrick Schmidt	Springfield, MO	9
Joe Selby II	Jonesboro, AR	26

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