Mark Purnell,CIMA

Managing Partner at Practice Management Consultants LLC

Financial Advisory · Finance Consulting · Nonprofit Consulting · Life Insurance · Personal Tax Planning · Training

Mark is a money coach, bestselling author and teaches from the perspective of following “Millionaire Footprints”.
What do you learn after being in business for 40 years helping families live the life they want and helping businesses grow? Many things. But most importantly Mark has learned that successful businesses and successful people leave footprints. If you follow those footprints, you will drastically increase your chances for success. At the core of every successful business are people: those who work for and with the business, those who are affiliated with the business, and the customers. Working with Mark will provide the opportunity to learn and implement timeless principles that have been used in working with families and business owners to achieve the success they desired.
Mark Purnell is a top advisor with over 35-years of experience in the industry. He has served clients across the country. While he was a Financial Advisor, Mark was a perennial winner of the “Premier Advisor” award providing advice on client assets in excess of $120 million. Mark is also a philanthropist. He has provided over $400,000 to support his clients’ philanthropic and charitable interests, in service of the greater community.

Key Accomplishments

  • Author, “Secrets to become a Trusted Financial Advisor.”
  • Ran a successful million-dollar practice as a Financial Advisor.

Education, Professional Development Licenses

  • M.B.A., Wisconsin School of Business, Madison, WI
  • B.S., Delaware State University, Dover, DE.
  • C.I.M.A., Certified Investment Management Analyst, Investment and Wealth Institute.