TEAM

Mark T. Woodfield

Mark T. Woodfield

"I have the privilege & honor of getting involved in people's lives, finding out what their concerns are, and then providing solutions to get them to where they need to be." ~MTW

With more than 15 years of experience as a financial planning professional, Mark T. Woodfield has the expertise to customize solutions to help meet his clients’ financial goals. As a managing partner of The Spivak Financial Group, he specializes in Retirement Planning, Estate Planning, and Investments for retirees, executives, and small business owners. He also has extensive experience with helping clients choose the life insurance, disability insurance, and long-term care insurance policies that fit their needs. He holds the Series 6, 63, and 7 Securities Licenses.

Mark earned his Bachelor’s Degree at Arizona State University and is a Court of the Table member of the prestigious Million Dollar Round Table, which is reserved for only a small percentage of financial services professionals. He is also active in his community and various charitable organizations.

Mark T. Woodfield

MEET Mark

  • I am an identical twin.

  • Good thoughts always prevail over bad thoughts.

  • Being a father. It showed me the miracle of life and reminds me to try and be a better person every day.

  • My fear of public speaking.