Mark Burkholder in

Mark Burkholder

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Financial Representative at Peachtree Planning
📍 Birmingham, Alabama, United States

Mark Burkholder is a financial representative at Peachtree Planning and a nationally recognized speaker specializing in wealth protection, business succession, and estate planning for automobile dealers. He graduated from the University of North Alabama and excels in building client-focused financial strategies.

He specializes in navigating complex family and financial issues for business owners, particularly within the automobile industry.

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Experience
17 Years
Current Role
Financial Representative
Job Level
Junior
Location
Birmingham, Alabama, United States
Personality Overview

How Mark shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Mark cares about

Business Succession
He focuses on helping business owners plan for the future of their companies, a core part of his professional services.
Wealth Protection
A primary area of his work involves creating strategies to protect the wealth of his clients, who are mainly business owners.
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Career

Work history

10-2008
Financial Representative
Peachtree Planning
In the press

Media appearances

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Education
1989 - 1992
Bachelor's degree
University of North Alabama
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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