Meet The Team
The team behind Wilson Wealth Stewardship is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
D. Mark Wilson, RICP®, CKA® President
Mark Wilson founded Wilson Wealth Stewardship to help guide individuals and families on their journeys toward financial independence. He and his wife, Kristie, structured the family firm utilizing biblical financial principles. They firmly believe in helping others work diligently, live simply and give generously.
Prior to entering the financial services industry, Mark enjoyed a successful career as an engineer for two decades, including 19 years as a FERS employee with the Department of Defense. He served as a project manager, maintenance operations officer and a flight director and managed employees in both the Civil Service and Federal Employees Retirement Systems (CSRS and FERS). Mark transitioned into the financial services field in 2009 and over the years served as chief operations officer, chief compliance officer, financial planner and minority owner.
Around 2005, Mark and his wife, Kristie, began studying biblical financial principles for personal growth. The more they learned and implemented, the more they sought to spread the good message to others. Mark founded his own practice to help a wider range of individuals.
Mark has passed his Series 65 securities exam and is insurance licensed in several states but primarily serves clients in Georgia. He holds an Associate of Science degree in mathematics from Macon State College and a Bachelor of Science in electrical engineering from Mercer University.
Mark and Kristie have been married nearly 30 years and have a daughter and a son. In addition to serving his church, Mark enjoys traveling, classic cars, hunting and fishing.
Kristie Wilson Director of First Impressions, Executive Assistant to Mark Wilson
Kristie Wilson has been the backbone of Wilson Wealth Stewardship since its founding. Her primary goal as the director of first impressions is to warmly greet all who walk through the office doors as a new member of the firm family. Doubling as Mark’s executive assistant, it’s also her job to make his job easier and more manageable, by answering the phones, scheduling meetings and handling office paperwork.
Prior to joining the family firm, Kristie worked as a stay-at-home mom to her and Mark’s two children, Averie and Adam. Once Mark decided it was best to serve clients as an independent financial advisor, and therefore venture into running his own firm, Kristie joined him in his dream to open his own business.
Kristie has a background in education. She attended Georgia College and State University, where she received an early childhood education degree in 1996. She then taught in the public and private school sector for 15 years.
Kristie is a Macon, Georgia, native and is proud to now raise her family in her hometown. When she isn’t in the office working alongside her husband, she can be found enjoying her other hobbies of traveling, knitting and testing new recipes. Additionally, Kristie is heavily involved in her church and is an active member of Bible Study Fellowship, an international bible study group.
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.