Mark Connely, CFP

Our Purpose in the World:

Our mission is to create a life-long strategy for you and your family that offers the potential for total economic confidence with more certainty not less, and not luck, by addressing the three tracks to permanent wealth;

Protection: Eradicating the exposure to financial threats
Organization: Obtaining the right assets to optimize and maximize cash flow, giving you the lifestyle you want for life
Investments: Capitalize on opportunities without gambling and speculating away wealth.


Some of Mark’s Career Highlights:

  • Experience of 20+ years in the industry as a planner
  • Certified Financial PlannerTM  CFP®
  • Big Money Big Daddy Radio Show Host – 1:00 pm Thursday 1110 AM KTEK
  • Texas Monthly 5-Star Wealth Manager Award Winner 2010, 2012, 2013 & 2014
  • Texas’ Best #1 Wealth Management Group
  • Graduate of Texas A&M University
  • A Financial Planning Speaker at University of Texas Medical School, BCOM, and UTMB
  • MDRT (Million Dollar Round Table) qualifier since 2000 and Court of the Table qualifier since 2010
  • Wealth Design Group Top Planner Award 2003, 2004, 2008, 2009, 2011, 2012, 2013, 2014, & 2015
  • Series 7,6,63 and 65 Completion
  • Group 1 Insurance Completion
  • HAIFA (Houston Association of Insurance and Financial Advisors) member 15 years
  • Manager – Physician High Net Worth Planning Team
  • Leader’s Club – since 2000; Executive Club- since 2011; President Club- since 2013
  • Financial Planning Association since 2006
  • Wealth Design Group Elite Planner Award 2003-2015
  • Houston Young Lawyers Association (HYLA)
  • Friend of the Harris County Medical Society (HCMS)


  • Faith in Christ
  • Loves to run and play golf
  • Happily married with 3 children
  • Member of PADI (Professional Association of Diving Instructors)
  • Aggie Tailgating
  • Passion for music of all kinds

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