Buck has been in the financial services industry for 42 years. He is a graduate of Florida State University’s College of Business.
Buck has earned both the Chartered Life Underwriter and Chartered Financial Consultant designations as well as the Accredited Investment Fiduciary from the Center for Fiduciary Studies, The Registered Fiduciary designation from DALBAR, the Global Financial Steward designation from 3Ethos and the Certified Plan Fiduciary Advisor designation from the National Association of Plan Advisors. Buck has published articles in Life Insurance Selling, CLU Journal’s Sections (Executive Benefits), and Employee Benefit News, and Accounting and Financial Planning for Law Firms.
Buck is the Managing Director of Pensionmark in Jacksonville, Florida. Buck specializes in the qualified plan arena with emphasis on plan fiduciary process and governance.
Buck has a long list of family that are either active or served the military including his son (Naval Intelligence), father (Navy, World War II battleship and Pearl Harbor survivor), an uncle (Air Force), brother-in-law (Navy), Father-in-Law (Navy), and several cousins.
His services include retirement plan consulting, wealth management, financial planning and advice, as well as life insurance, long-term care and estate planning.
Designations, Certifications, Etc
CLU, ChFC, AIF, RF, GFS, CPFA
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