Member Spotlights
Read this month’s Member Spotlight, as well as previous spotlights, and learn more about the community of success-minder advisors like you; committed to life-long learning, adherence to ethical standards, and the advancement of the financial advice industry.
Meet Your Peers in the Investment & Wealth Institute
Mark F. Burns, CFP®, CIMA®
Chief Executive Officer, Chief Investment Officer, and Co-Founder
Synergy Capital Solutions
What inspired you to join the Investments and Wealth Institute initially?
Earning the CIMA® designation was an added benefit and confidence boost to the CFP® designation. This allowed me to become conversant in the institutional consulting arena.
How has the Institute shaped your career over the years?
Confidence and ongoing learning.
Can you share one of your favorite memories from an Institute event or program?
Early on we had a small group in the Detroit area. It has been a joy watching the organization grow.
Looking ahead, what do you hope the Institute will achieve in the coming years?
That it continues to provide a venue for learning and confidence-building for future advisors.
What is the best vacation you've ever taken?
Tahiti
What do you like to do for fun?
Traveling, reading, doing puzzles, swimming, and spending time with my family.
What is something not many people know about you?
I am pretty vocal and transparent.
Past Spotlights
Did You Know?
Your Membership Just Got an Upgrade
IWI is proud to announce brand new benefits for our members. These new membership tiers are designed to offer advisors multiple pathways and powerful tools as they journey towards that success.
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