Concurrent Financial Planning

Dr. Mark Evers

Chief Planning Officer | Wealth Advisor

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Personal Financial Planning Ph.D. | Chartered Retirement Planning Counselor | Certified Financial Planner

Mark aims to help his clients figure out who they are and what they want from life. He helps clients focus on developing life goals first and then financial goals to support those life goals. He uses time-tested Biblical principles and research-backed knowledge to form his nexus of advice. Ultimately, his goal is to help clients achieve Life Money Balance®.

Dr. Mark Evers has over 14 years of education experience and nearly two decades of experience in the financial services and financial planning industry. Mark earned a Ph.D. and an M.S. in Personal Financial Planning from Texas Tech University, an M.S. in Finance and Economics, and an M.B.A. from West Texas A&M University. Mark is also a Certified Financial PlannerTM (CFP®) and a Chartered Retirement Planning CounselorTM. Mark has taught numerous finance and business courses at both the collegiate and secondary education levels. Recently, he was recognized with the 2023 Faculty Award for Exceptional Teaching, the 2023 Faculty Award for Exceptional Service, and the 2023 People’s Award for Best Contributor by the G. Brint Ryan College of Business at UNT. Mark also earned the 2020 Instructor of the Year Award in the Personal Finance program at Texas Tech.

Mark now serves the University of North Texas as a Clinical Assistant Professor and Program Director for the Financial Planning program. Mark lives in Denton with his high school sweetheart, Melissa, their Jack Russell rescue, Holly, and Petey the Magical Parakeet. Mark’s research interests include the influence of natural disasters on financial well-being, consumer behavior, and financial decision-making. Mark has been featured in the Lubbock Avalanche Journal, WalletHub, MoneyGeek.com, the NAPFA Spring 2023 National Conference, and the Journal of Insurance Issues.

Mark serves the university on numerous committees, serves on the NAPFA South Region Board of Directors, and serves the community teaching pro-bono Financial Workshops at Gateway Church in Southlake, Texas. His hobbies include playing guitar, playing vintage video games, collecting old vinyl records, and watching sports (Go Cowboys, Rangers, Astros, Mean Green, Gig’em Aggies, and Wreck’em Tech).

Awards

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AAAA Fifty Under 50
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Think Advisor 2022
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