Mark Keffer

Securities offered through Institutional Securities Corporation (ISC), member FINRA and SIPC. Investment advisory services offered through ISC Advisors, Inc. Mark Keffer is a registered representative of ISC and an investment advisor representative of ISC Advisors, LLC. MK Financial, LLC. is a separate entity and not affiliated with the entities ISC or ISC Advisors, Inc.

My Story

In 2000, my young family and I embarked on a faith journey that led us halfway across the country to enroll in seminary, so I could prepare to be a Presbyterian pastor. The journey over the next 13 years was special, and we were privileged to serve some wonderful congregations in places like Upstate New York, Southeast Texas, and Plano, TX. But in 2013, with another ministry move on the horizon, our oldest son approaching high school graduation (and college tuition staring us in the face), and just a few thousand dollars saved for retirement, we decided it was time for a change. I accepted a position in a financial advisor training program with a large firm and quickly discovered that I love helping folks achieve the same goals that are important to me -- educating children, getting and staying out of debt, dreaming and planning for the future, giving back to others, and having some fun along the way. After two years with this firm, I was given an opportunity to work for an independent firm (my current employer, ISC Group) that offers me the freedom to serve clients in ways I didn’t think were possible. 

In my practice, I primarily help faculty in the University of Texas system who are saving for retirement through the Optional Retirement Plan (ORP), Tax Sheltered Annuities (403b accounts), and 457 accounts. And although I enjoy working with professors in the accumulation stage, I work with just as many clients on the other side of retirement, helping to make their money last through all types of life events that they encounter during the retirement years. Sometimes I still feel like a pastor when I do home visits for these retirees.

Licensing

Series 7 (Licensed in TX, LA, AR, CA, NC, PA)

Series 66 (TX, LA, CA, NC, PA)

General Life and Health Lines for the State of Texas (Also licensed in LA, CA, AR)

Education

Bachelor of Arts, History, University of Alabama, 1996

Master of Divinity, University of Dubuque (IA) Theological Seminary, 2004

Doctor of Ministry, Austin Presbyterian Theological Seminary, 2013