Congratulations
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 |
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Charles Blystone |
Fred Scarpulla |
Karen Obrien |
Mark Waskow |
Robert Wolf |
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Christopher Logue |
Garrett Moretz |
Katie D'Aprile |
Matthew Trenchard |
Roger J Lundy Jr |
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