Mark Forbes
Managing Director

Oklahoma

Phone: 918.298.3050
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

As the Managing Director for Strategic Retirement Partners, (SRP) in Oklahoma, Mark has extensive experience in delivering process-driven solutions to help protect employers from corporate and personal financial liability, while striving to provide plan participants a path to a successful retirement.

Mark’s career started with Principal Financial Group as a medical claims administrator while still in college. After graduating, he spent over 11 years as a Pension Consultant with Principal in Chicago, Atlanta and Tulsa. In 2002, he left Principal and accepted a Retirement Consultant position with Arthur J. Gallagher and then in 2004, Mark founded Forbes Financial Group.

Mark earned his BBA from Drake University, Des Moines, IA. He holds the Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Examination) and Series 66 (Uniform Combined State Law Examination) and is an Investment Advisor Representative with Kestra Advisory Services, LLC.

Mark holds the C(k)P designation, Certified 401(k) Professional, from The Retirement Advisor University at UCLA Anderson School of Management Executive Education, in Los Angeles.

Mark’s wife works as a Group Benefits Consultant and they have 2 children. He is actively involved in coaching youth sports teams. When he finds free time he enjoys playing golf, biking, spending time with his family and following his favorite sports teams. Mark served on the on the Board of Directors at the Oklahoma Aquarium from 2008-2013.

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Office Quick Contacts

Arkansas & Southern Missouri

479.553.9311

Central Florida

888.202.3927

Central Texas

866.901.4015

Great Lakes

888.202.3927

Michigan

248.773.7046

Mid Atlantic

757.645.3975

Mid Central

513.602.2868

Midwest

515.867.2444

Northeast

401.521.5588

Northern California

650.587.8616

Oklahoma

918.298.3050

Rocky Mountains

720.289.3833

Wisconsin

262.439.4751

 
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