Hi, my name is Mark Evers, MBA, CRPC®.

I am a native of central Texas born in Austin and lifelong resident of 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 – 3361, Managing Risk at Texas Tech University in Lubbock, Texas. I am in my 2nd 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:
TEA Certified Texas Teacher – Business Education grades 6-12 and Social Studies grades 8-12
Currently pursuing – PhD in Personal Financial Planning – Texas Tech University, Lubbock, TX, expected graduation August 2020

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
Currently, hold the Chartered Retirement Planning Counselor (CRPC®) designation – College for Financial Planning
Currently, hold FINRA Series 65 – State Investment Adviser Representative License

Have obtained (no longer current):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