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Mark Hollingsworth   arrow

Mark-Hollingsworth

Mr. Hollingsworth is President and CEO of Synergy Financial & Consulting Group, LLC (SFG), an independent financial product wholesaling & consulting firm.  He is also a Co-Founder and Managing Member of Business Owner Wealth Strategies, LLC (BOWS). SFG, founded in 1994, provides financial products, expertise and value added services for hundreds of financial professionals in all financial planning market segments, from head-of-household to the high net worth and estate planning markets, all facets of  business planning, 501(c)(3) charitable organizations and non-market correlated alternative investments.  He has over 34 years’ experience in the financial services industry.

For the past seventeen years, Mr. Hollingsworth has focused an ever-increasing effort to the development and promotion of small business planning strategies and services, introducing to and training other financial professionals such as CPAs, attorneys, financial and business planners, insurance agents, et al.  Mark has conducted countless workshops and training for independent financial service professionals and firms in how to expand their practice by networking with his organization to provide creative and sound solutions to business owners in several areas of operational and financial efficiency, such as tax mitigation, asset protection, retirement enhancement and succession planning.  Applying financial intelligence for a more efficient and profitable enterprise for the small business and its owners/principals are the goals as well as by-products of these efforts.  He works in concert with a team of close associates and specialists, including legal and accounting associates with whom Mr. Hollingsworth has worked for over seventeen years and who, collectively, have expertise in the fields of taxation, ERISA, corporate and labor law.

Prior to founding SFG he co-founded and was Executive Vice President of Newport Capital Funding Services, Inc. (NCFS), of Newport Beach, CA. Formed in 1994, NCFS developed strategic partnerships with Mellon Bank of Pittsburgh, PA as an exclusive loan originator for a new type of mortgage in the U.S., prevalent in Western Europe, and Bacob Bank of Brussels, Belgium, as the exclusive secondary market and securitization outlet. Prior to the formation of SFG and his role in NCFS, Mr. Hollingsworth was Chief Marketing Officer at The Programmed Companies, a financial services wholesaling and marketing firm, from 1987 through 1994.

In addition to his extensive financial, management, speaking and presentation experience, he is knowledgeable in esoteric financial strategy structure and design and the application of computer technology in addressing complex personal and business challenges.

Mr. Hollingsworth is a member of The Society of Financial Service Professionals (SFSP), the National Association of Insurance and Financial Advisors (NAIFA), the National Ethics Association (NEA), the non-profit, National Center for Employee Ownership (NCEO), et al.

Contact Mark at:  mark@synergylink.net