Mark has been in the financial services industry since 1998. He received his CERTIFIED FINANCIAL PLANNER™ designation in 2003 and is a Registered Representative, with the Series 7 license held through LPL Financial. Mark works with a diverse clientele aiming to improve their financial direction and assist them in meeting their respective retirement and investment goals. He is a great resource for both individuals and businesses alike and is committed to providing top quality service.
Mark was born in Pennsylvania and moved to Tampa in 1979 with his family. He graduated from Gaither High School and from there went on to attend the University of South Florida where he graduated with a BS in Finance. A lover of all sports, you can usually catch Mark at any of the local sporting events around town whether it be USF Bulls football or a Tampa Bay Lightning hockey game. Mark currently resides in Tampa with his wife Julie and their three children: Mia, Sophia, and Jake.
Alex joined our team as a Financial Advisor in 2015. He became a CERTIFIED FINANCIAL PLANNER™ professional in 2020 to further advance his knowledge and dedication to our clients and their needs. His other designations include: Series 7 registration held with LPL Financial, and his Series 66 registration held with LPL Financial and PSI Advisors, LLC, as well as the 2-15 Life, Health, Variable Annuity license. Alex works diligently with our individual and business clients to identify their financial goals and determine a pathway to pursue them. He also specializes in investment strategies and analysis, insurance protection, college planning, and retirement income plans.
Alex was born in Long Island, NY and relocated to Tampa with his family in 2005. He is a graduate of Florida State University with a bachelor’s degree in Finance. In addition to past involvement with the Tampa YMCA, he is also a member of the Pi Kappa Alpha Fraternity, Seminole Boosters and FSU Alumni Association. In his free time, Alex enjoys exercising, spending time with family, and is a dedicated fan of his favorite sports teams. Go Noles!
Chris joined Mark Scheidter & Associates in 2016. Chris directs strategic planning for the division, including client service and business development. His specialties include defining plan goals, developing fiduciary oversight, plan design, fee benchmarking, investment analysis, and service provider management. Chris implements participant education and serves as the key relationship manager for the division’s top clients.
Chris earned his Chartered Retirement Plan Specialist (CRPS®) and Accredited Investment Fiduciary (AIF®) designations. He holds the Series 7 registration with LPL Financial, the Series 66 registration with LPL Financial and PSI Advisors, LLC, and is a licensed Life, Health and Variable Annuities agent in the State of Florida. A graduate of University of South Florida, Chris currently resides in Tampa with his wife Sarah and daughter Everleigh. In his free time, you can find him playing tennis, golf, soccer, and spending time with his family.
Jennifer joined our team in 2011 and serves as our Director of Client Relations. Jennifer received her CFP® designation in 2020 and holds the Series 7, Registered Representative, license with LPL Financial. Working closely with Mark, she monitors asset allocations, fund movement requests, and trades as directed. She is responsible for market/account research support for both clients and advisors. Jennifer also assists in the creation/maintenance of financial plans and strategies.
Jennifer graduated from the University of Tampa with a Bachelor’s in Finance and received her MBA from Saint Leo University. Originally from New York, Jennifer moved to Florida in 2006 with her husband Frank. Together they love to travel and watch movies, as well as spend time with friends and family.
Heather is our Operations Manager and as such she works in all aspects of Mark’s business and has done so since June 2003. She has extensive experience with life and disability insurance and assists all clients through the underwriting process. Heather also oversees our business development, finance, and compliance operations.
A Florida native, Heather was born and raised in Bradenton and moved to Tampa in 2000 to attend the University of South Florida where she earned her bachelor’s degree in Public Relations. Today Heather is a proud Bucs & Bulls fan and local sports enthusiast. Outside of work, she and her husband Scott are enjoying life with their two children: Owen & Avery.
Katie is our Administrative Associate who holds the Series 7, Registered Representative, license through LPL Financial and joined our team in 2018. Working closely with our advisor team, Katie supports daily operations, client meeting preparation, as well as the creation and maintenance of financial plans. Katie also assists clients with account inquiries, requests, and oversees our client interface technologies. Prior to joining our team, Katie was a Lead Payroll Administrator, which provided her vast experience with analytic database management, and a broad range of payroll process and tax understanding.
Born and raised in the Tampa Bay area, Katie attended the University of South Florida where she earned her bachelor’s degree in Finance. In her spare time, she enjoys exercising, spending time with family and her dog, Zoey.