Hi, my name is Mark Evers, MS, MBA, CFP®, CRPC®.
I am Central Texas native, born in Austin and raised in Round Rock. I am married to my high school sweetheart, Melissa who was also born in Austin. This year I am the Instructor for PFI – 3301, Introduction to Personal Finance at Texas Tech University in Lubbock, Texas. I am in my 3rd year of the Ph.D. program in Personal Financial Planning.
Before my time at Texas Tech, I taught for 3 years at Manor High School and spent 3 years in Round Rock ISD teaching Business, Finance, and Technology. Before teaching I worked as an Active Trader Stockbroker at Charles Schwab in Austin, Texas. In addition to teaching, I am an Independent Investment Adviser Representative/Managing Partner at Red Oak Financial Group where I teach adults how to handle money and manage investment portfolios for clients.
Mr. Evers’ Financial Blog – http://www.humbleinvestor.net
Mr. Evers’ Financial Website – http://redoakam.com/
Professional Qualifications:
Education:
Pursuing: PhD in Personal Financial Planning – Texas Tech University, Lubbock, TX, expected graduation August 2020
Masters of Science, Personal Financial Planning – Texas Tech University, Lubbock, TX, Class of 2018
Masters of Business Administration (MBA) – West Texas A&M University, Canyon, TX, Class of 2016
Bachelors of Business Administration (BBA) in Management – LeTourneau University, Longview, TX, Class of 2006
Professional Designations and Certifications:
Certified Financial PlannerTM (CFP®) – Certified Financial Planner Board of Standards, Inc.
Chartered Retirement Planning Counselor (CRPC®) designation – College for Financial Planning
FINRA Series 65 – State Investment Adviser Representative License
TEA Certified Texas Teacher – Business Education grades 6-12, Social Studies grades 8-12
Have obtained (no longer current):
FINRA Series 6, 7, 63, and 66 Securities Licenses
Life, Health, and General Lines Texas Insurance Salesperson License
Texas Residential Real Estate License
Courses Taught:
PFI 1305 – Life, Love, and Money (Face to Face Classroom)
PFI 3361 – Managing Risk (Online via Blackboard)
PFP/PFI 3301 – Introduction to Personal Finance (Face to Face and Online)
One thought on “About Mr. Evers”