Mark is a Director of the company having joined in 2005, he is the son of Tom Rooney who originally set up the firm in 1987. Mark has a wealth of experience in all elements of financial planning specialising in the co-ordination of mortgages, lump sum investments, estate and retirement planning. He has over 25 years experience having worked previously for JP Morgan, Canada Life and Securitas Treasury Ireland Ltd. In the past he has served on the board of the Monasterboice Credit Union.