Mark T. Lamkin, CFP®, MBA, is founder and CEO of Lamkin Wealth Management. He adheres to an Advance & Protect process that provides tactical investment strategies in today's volatile markets. He focuses on getting – and keeping – his clients retired. In 2013, Business First ranked his firm in the Top 10 and in 2014 Barron's Financial listed Mark as one of the top financial professionals in Kentucky. The Barron's top 1200 Financial Advisors award is based on assets under management, revenue produced for the firm,
regulatory record, quality of practice and philanthropic work.
As a CERTIFIED FINANCIAL PLANNER™ practitioner, Mark's financial registration is under the jurisdiction of FINRA through Calton & Associates, Inc. Coming from humble beginnings in Bullitt County, Mark realized at a young age that helping people was his true passion. After watching a close family member go through a painful bankruptcy, he decided that becoming a financial planner was his dream and made a promise never to let that happen again to someone in his life. At that moment, a financial services career was born, and he now strives to help clients avoid the pitfalls of poor decision making, pursue their lifetime goals and enrich the world through their
Prior to forming Lamkin Wealth Management, Mark was named Top Representative for nine consecutive years based on assets under
management for a financial services firm in Louisville, Kentucky. Over the last 10 years, Lamkin Wealth Management has vaulted to become one of the leading firms in the state of Kentucky according to Barron's Magazine. Mark has been with his wife Jennifer have two adult children, Zachary and Sydney. Mark donates his time and money to many charities, serves on numerous boards and is an avid outdoorsman. He is a member of Southeast Christian Church and is an avid supporter of Blessings In a Backpack.
GETTING TO KNOW MARK
Favorite food: Ruth’s Chris Steakhouse-the whole menu!
Favorite quote: “Money isn’t everything…but it does rank right up there with
oxygen” –Zig Ziglar
Best piece of financial advice received: The strategy to become wealthy is completely different than the strategy to STAY wealthy. One must take risks to become wealthy, focus on maximizing returns and often times, take very concentrated risks in themselves via their business or investments. Once wealth is achieved, your goals shift to minimize risks, control your allocation and put a financial plan in place and follow it!
Favorite holiday: Christmas but followed closely by Derby Day!
Favorite movie: Top Gun, Gladiator and American Beauty
Hidden talent: The best “shower” singer ever
If Mark could meet anyone, past or present, it would be: Jesus, Ronald Reagan and Warren Buffett
What motivates Mark: Making the people around me better- family, clients, staff, friends…. I know if I focus on making those around me the best they can be, make them the most money, make them the happiest, and help them be more successful than ever before in every aspect, then the guaranteed bi-product - I’ll get everything in life I’ll ever need!
Place Mark would most like to visit: The Holy Land
Favorite book: Anything written by Zig Ziglar
Something on Mark’s bucket list: Hunt a lion with a spear, touch a great white shark while diving, and take down a grizzly bear with a bow and arrow.
Biggest accomplishment: Being the best father I can to my 18 and 16 year old, being married 20 years (to the same woman I might add) and Lamkin Wealth Management.