Mark A. Trewitt, CLU, ChFC, CFPTM, AEP
First Financial Resources

Throughout his career, Mark Trewitt has shared his knowledge directly with clients as well as through seminars and workshops on financial, estate and asset protection planning. He serves as a Deacon at Parkway Hills Baptist Church and has been a member of the Prestonwood Rotary Club of Dallas for the past 14 years. When Mark is not busy helping clients, he enjoys spending time with his family, assisting with Men’s Ministry activities at his church and playing an occasional round or two of golf.

“Helping people is my passion,” says Mark. “Meeting their immediate financial needs is important. Maximizing their capital resources and protecting their wealth is essential. It is my responsibility to present solutions that are right for each client, then carefully implement a plan and diligently monitor its progress to ensure that it stays true to the client’s goals. While much of our work involves the proper balancing of insurance needs, investment objectives, risk tolerances and time horizons, we also help our clients create more rewarding lifestyles, plan for their children’s educations, provide for comfortable retirements, and establish estate plans that will pass legacies intact to their heirs, and to charities of their choosing.

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