Mark T. Sumsion, CEO &
Scott H. Garbutt, CFP®

CONNECT

Address:

2230 N. University Parkway
Suite 9E
Provo, UT 84604

Phone:

801-373-1100,800-279-3377 (Toll Free)

Fax/Other:

801-373-1155

Mark T. Sumsion

President/CEO

Mark T. Sumsion is a fiduciary and has worked in the financial services industry since 1987.

Mr. Sumsion currently holds, since 1991, his Series 65 Uniform Investment Advisor Law. He has also held his Utah Insurance License since 1988.

Mr. Sumsion is a founding owner, officer and director of Strategis Financial Group, Inc. He has been CEO, President or both since 2000. Mr. Sumsion also served as one of 20 members of the Fidelity Executive Council.

Mr. Sumsion was a Series 7 Registered Representative with Shearson Lehman Hutton before starting Strategis the end of 1989. Mr. Sumsion continued as a Series 7 Registered Representative and Series 24 Registered Principal with several other Broker/Dealers until May of 2017.

Mr. Sumsion has a bachelor's degree in business from BYU's Marriott School of business, where he graduated in 1974.

Mark T. Sumsion, CEO and his partner Scott H. Garbutt, CFP® have spent many years teaching educational seminars on Retirement Planning, Maximizing Social Security, and Taxes in Retirement.