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Mark Shreve

Mark Shreve

Position: Operations & Compliance Analyst

Mark joined the Brogan Financial family in early 2021 and brings over twenty years of financial and insurance industry experience. For the past 10 years, he has held different positions within a large independent financial planning firm and led the care of a large book of business. He is fiercely focused on providing service to each and every client. His goal in every interaction is to see a smile. Mark serves as our Operations and Compliance Analyst where he is committed to finding the best path to an ever-improving client experience.

Mark has a B.A. in Sports Management from Flagler College in St. Augustine, FL, and spent much of his younger years involved in tennis from instruction to facility management.

Mark lives in Maryville with his wife, Lindsey, their three kids, Noah, Ayla, and Coda, and their two dogs. Mark enjoys helping his wife homeschool their children and being involved in their numerous activities from Boy Scouts and rock climbing to ballet and theatre. He and his family enjoy hiking and playing in the streams of our beautiful Smoky Mountains.

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Celebrating 20 Years of Brogan Financial!