Mark Trawick

Mark Trawick

President and Founder

Mark Trawick has committed his life to help others solve their financial matters.

He has held a contract as the in-house Financial Advisor for MidSouth Community Federal Credit Union for over 20 years serving its members and the public. With extensive knowledge of Tax Diversifications, Investment Management, Portfolio Allocation, Pension Planning, Business Planning, and Insurance/Benefits, Mark educates organizations and individuals on the proper techniques for implementing investment plans and practices. Techniques and plans include, but are not limited to, assisting with retirement/pension plan decisions through one on one planning, helping business owners decide which retirement plans are right for them and their employees and assisting the members of MidSouth Community FCU with investment, wealth management, and retirement plans/benefit decisions by taking each person’s individual situation into account.

Paired along side his diverse network of Attorney’s, CPA’s, and Bankers, his business provides the public with an unparalleled level of service in the Financial Industry.  As an Independent Financial Advisor, his business philosophy revolves strictly around education and choice for the consumer.

Phone

478-757-7982

Email

mtrawick@msfconsultants.com

Address

1611 Bass Road
Macon, Georgia 31210
Christopher Trawick

Christopher Trawick

Financial Advisor

Christopher Trawick has a tenured background in independent business where he spent the last 8 years serving clients. Born and raised in Middle GA, he takes pride in helping to facilitate his father’s locally & family-owned and operated Financial Consulting Firm; MidSouth Financial Consultants. Christopher graduated Summa Cum Laude and achieved a Presidential Scholar listing from Middle Georgia State University where he majored in both Business Administration and Financial Economics.  He has his Series 7, Series 65, Series 6 and Series 63 licenses.

Christopher’s mission is to bring understanding and simplicity into the seemingly complex world of Modern Financials. Chris believes that a lack of understanding is responsible for the gap between being financially prepared for retirement and being lost when that time comes.  Christopher believes in educating his clients on the inner workings of various concepts and products in the industry in order to achieve the client’s objectives in the most efficient manner.  Christopher places sincere value on client/advisor relationships and puts a great deal of focus on keeping those relationships fresh, ultimately leading to a better client experience.

Christopher’s daily activities with the firm include Research and Development for Investment Advisory Accounts, New Client Consultations, New Accounts processing, keeping tabs on regulatory updates and required back office changes and maintaining a relationship with the firm’s clients on a regular basis.

Phone

478-757-7982

Email

ctrawick@msfconsultants.com

Address

1611 Bass Road
Macon, Georgia 31210
Nickolas Floyd

Nickolas Floyd

Financial Professional

Nick Floyd is a Financial Advisor with the firm.

Nick grew up in a small Middle Georgia town. Alongside his Step-Father Mark, and his Step- Brother Chris, he takes great pride in being part of a thriving locally & family owned and operated Financial consulting firm; Midsouth Financial Consultants. Nick has his Life & Health insurance licenses, as well as his Series 6, Series 63, and Series 65 licenses.

 

So far, Nick has spent the majority of his working life in many business backgrounds including logistics and managing a family-owned car dealership. In doing this, Nick has learned business management skills, sales, client relations skills, and customer service skills. Nickolas has served clients from every corner of the United States. He has a strong focus of being transparent in all aspects of his business, as well as making sure that the client has a clear understanding of exactly what is going on at all times. He understands that his most important role is to make sure that clients are both comfortable and satisfied with the service that they receive. His mission is to help clients gain knowledge about financial services, products, and concepts by putting the fine print in simple terms that they can understand. He takes everything that he does in business with a personal approach, and strives to keep business relationships strong and healthy.

 

Nick’s daily activities with the firm include keeping up with new industry technology, new client consultations, new accounts processing, keeping tabs on both regulatory updates and required back office changes, as well as maintaining a relationship with the firm’s clients on a regular basis.

Phone

478-757-7982

Email

nfloyd@msfconsultants.com

Address

1611 Bass Road
Macon, Georgia 31210
Debbie Coleman

Debbie Coleman

Brokers Assistant

Debbie Coleman has been a Broker’s Assistant for Midsouth Financial Consultants for the past 9 years. She is a retired Choral and Music teacher of thirty years and her extensive experience in education still allows her to support and assist new and fellow educators. Debbie has served as State Choral Chair, Vice-President of All-State, and District Choral Chair with GA Music Educators Association (GMEA), and presently serves as a Head Adjudicator and Mentor Teacher with the association.

Debbie is the pianist at her church where she and her husband Ed are actively involved in ministry.

Phone

478-757-7982

Email

dcoleman@msfconsultants.com

Address

1611 Bass Road
Macon, Georgia 31210

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