Mark McCullough is a wealth management financial consultant based in Leawood, KS and Allentown, PA.
Mark is a principal and financial consultant with more than three decades of experience. He specializes in providing executive benefit and risk management solutions, tailoring strategies to safeguard the wealth of ultra-high-net-worth families. He also extends his services to private companies, public companies, and charitable organizations.
Mark’s extensive knowledge encompasses both traditional and complex insurance structures including private placement life insurance (PPLI), executive benefits, nonqualified plans, integrated disability plans, corporate-owned life insurance (COLI), and bank-owned life insurance (BOLI). This expertise enables his clients to achieve optimal asset protection and wealth transfer outcomes.
Prior to joining CAPTRUST, Mark was founder and managing principal of executive benefits consulting firm Boulevard Financial, and he also helped establish and manage the executive benefits division for the largest privately held insurance broker in the United States.
He is a longtime member of M Financial Group, where he currently serves on the board of directors. His career has been marked by a dedication to protecting client assets and providing strategies tailored to the unique needs of his clients.
Mark received his Bachelor of Business Administration degree from Baylor University and his Juris Doctorate from The University of Tulsa College of Law.
Mark is a member of Finseca, which serves financial security professionals who provide financial and retirement security to individuals, families, and businesses.
He’s also a member of the Finseca BOLI/COLI working group, and is a board member of Heartland International Ministries.
He and his wife Robin have two daughters and a son.
Education
- Bachelor of Business Administration, Baylor University
- Juris Doctorate, The University of Tulsa College of Law
Memberships
- Board of directors, M Financial Group
- Board member, Heartland International Ministries
- Member, Finseca
- Finseca BOLI/COLI working group