Kestra Financial Names Mark Schoenbeck, CFP®, Executive Vice President, National Sales Director
AUSTIN, Texas - July 27, 2017 - Independent advisor platform Kestra Financial, Inc. today announced the promotion of Mark Schoenbeck, CFP®, to Executive Vice President, National Sales Director.
In his new role, Schoenbeck will oversee sales and marketing, recruiting, advisor consulting, retail acquisitions, and Kestra Private Wealth Services. The alignment of sales, growth, and advisor support initiatives underscores Kestra Financial’s commitment to understanding the needs of advisors and making available the services, products, and platforms necessary to support sophisticated independent financial professionals.
“Mark has an extraordinary ability to relate to advisors and pinpoint ways to propel their businesses to the next level,” James Poer, President and CEO of Kestra Financial, said. “He brings over 20 years of extensive experience in the financial advisory space and has demonstrated an ongoing commitment to helping advisors build successful businesses.”
Schoenbeck joined Kestra Financial in January 2016 as Senior Vice President of Business Consulting. Prior to joining Kestra Financial, he held various senior executive positions at financial services organizations across the country, including Mutual Service Corporation, AssetMark, and Curian Capital.
“At Kestra Financial, we have the unique privilege of serving a growing community of top-performing, like-minded advisors who are committed to helping clients and building enduring businesses,” Schoenbeck said. “The alignment of our growth, product, platform, and consulting teams will help us expand and enhance the many ways we empower the success of our advisors and services to clients.”
About Kestra Financial
Kestra Financial, Inc. (Kestra Financial) provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency.
Headquartered in the “Silicon Hills” of Austin, Texas, Kestra Financial offers an experience as unique as the city in which it operates. The firm supports more than 1,700 independent financial advisors in delivering comprehensive securities and investment advisory services to their clients. Kestra Financial is the parent company of Kestra Investment Services, LLC, member FINRA/SIPC, and of Kestra Advisory Services, LLC; Kestra Private Wealth Services, LLC; and Kestra Institutional Services, LLC, all federally registered investment advisers. For more information about Kestra Financial, please visit www.kestrafinancial.com.
Gregory FCA for Kestra Financial
Jen Diehl, 610-228-2124