LifeMark Achieves Yet Another Industry First !!

In June of 2013 LifeMark Securities became the first Broker/Dealer to complete firm wide training of the GFS curriculum.


GFS Designation (Global Financial Steward)

The GFS® is the first and only professional designation that integrates fiduciary best practices with leadership and stewardship behaviors in providing financial services.

The GFS is based on Behavioral Governance - a new body of research that examines the interrelationships between leadership, stewardship, and governance (fiduciary responsibility). It’s the follow-on to Behavioral Finance, except now the focus is on the conduct of the advisor or trustee, instead of the individual investor.

The GFS combines fiduciary best practices with the groundbreaking academic and scientific research that is being conducted in Neuro-leadership – now think, Neuro-fiduciary. With the help of neuroscience, we now know how accelerate the development of fiduciaries and increase their retention of mission critical concepts.

To earn the GFS, candidates must undergo 12 hours of blended learning consisting of:

• Classroom or online training •

• Self-study – using the Behavioral Governance Resource Center •

• Self-assessments - using the Behavioral Governance psychometric instruments •

• Self-reflection - using the Behavioral Governance Journal for frequent and periodic exposure to mission critical content •

Al Houston Chuck Drawbaugh Gene Costello Kelly Wagner Michael Pineda Samuel E Barber
Alex Georgiev Curtis Turner George Cobb Kelvin Link Mike Garofalo Sandra Lackman
Alexei Casoleri Dabney McMurray Helen Davis Kent McNary Mike Minter Sara Berkowicz
Andrea Johnson Dave Griffith Carlos Hernandez Kevin Hackett Nancy Hairsine Shawn Dugan
Andy Kalinowski David Block James Prisco Kevin Roche Nathan Hockley Steve Shook
Anthony Constantine David Broder Joe Ferry Kimberly Hampton Nick DelGaizo Steven Cross
Barry Bresin David Howard John Ambrusco Krista Sandino Patricia Thomas Steven Joel
Bert Goldberg Devin Born John Derbin Kurt Gruenewald Paul Agliata Sylvanus Doughty
Bill Francis Drake Aguillard John Iverson Lamont Parker Ray Garner Tammy Mason
Bill McMichael Ed Moscato John Thomas Larry Lupas Rich Pascale Todd Jessop
Brad Maikranz Eddie Williams   John Truman Linda Black Richard Rodegheir Vince Micciche
Brian Marsh Ellen Robinson Jon Heddleson Liz Casper Rick Sowers  Walter Reynolds
Bruce Moar Ernie Denmark Jon Kratochvil Lonnie Speller Robert Kosty  
Charles Blystone Fred Scarpulla Karen Obrien Mark Waskow Robert Wolf  
Christopher Logue Garrett Moretz Katie D'Aprile Matthew Trenchard Roger J Lundy Jr