Mark Dutram

CPWA®, CFP®, AEP®, Wealth Advisor

Mark has more than 25 years of experience helping meet the financial, retirement and investment planning needs of families, business owners, and professionals.
“We help people to define what success and happiness means to them. What seems like fairly easy definitions, turns out to be quite ambiguous and illusive for many. Their achievement requires more than the possession of assets.”

Designations/Certifications Held and Professional Affiliations

  • CERTIFIED PRIVATE WEALTH ADVISOR® (CPWA®)
  • CERTIFIED FINANCIAL PLANNER® (CFP®)
  • ACCREDITED ESTATE PLANNER® (AEP®)
  • FINRA – Series: 7, 24, 63, 65, 66 registrations (States: AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MD, MS, NC, NJ, NY, SC, TN, TX, VA, WA, WI)
  • Financial Services Institute (FSI)
  • Financial Planning Association (FPA)
  • Investments and Wealth Institute
  • Life, Health, and Variable Annuities Licensed
  • Emerald Coast Estate Planning Council (ECEPC)
  • Fort Walton Beach Chamber of Commerce
  • Fresh Start for Children and Families


Community Activity

  • Board of Director - Emerald Coast Estate Planning Council
  • Board of Trustees – Destin Fire Control District Pension Fund
  • Past President - Fresh Start Children and Families, Inc.
  • Past Board of Director and Executive Committee - Fort Walton Beach Chamber of Commerce
  • Mark teaches classes at Northwest Florida State College on various life and financial planning concepts such as investments, asset management, risk management and estate planning.
  • Emcee - Destiny Kid’s for children K – 5th grade – Destiny Worship Center
  • Mission Trips to help those in need and share the love of Christ to Haiti, Mexico, Nicaragua.

Jonathan Slater

Wealth Advisor

Jonathan joined our team in March of 2013. He graduated from Troy University with a Bachelor of Science Degree in Business Administration majoring in Finance in 2012. In Jonathan’s role as a Wealth Advisor, he meets with clients and their families to fully address their financial goals and needs. He also assists the team in conducting investment research, portfolio management, technology integration, and Para planning of wealth management services in order to deliver the highest value for each of our clients.

Designations/Certifications Held and Professional Affiliations

  • Series 7 Securities Registration
  • Series 66 Investment Advisor Registration
  • Florida Resident health, Life & Variable Annuity Insurance Agent License
  • B.S. Business Administration and Finance, Troy University

Community Activity

  • Member, Board of Trustees for the Emerald Coast chapter of AMI Kids, a non-profit alternative school dedicated to the empowerment and rehabilitation of local school-age children with the goal of providing an education and vocational skills in order to break the cycle of poverty and failure.
  • Active with Okaloosa Walton United Way in various roles.
  • Current member of the Destin and Fort Walton Beach Chamber of Commerce.

“Walking along side our clients and helping them navigate the financial complexities of life is more rewarding than I could have ever imagined. I have the best job in the world – to be a financial advocate for you and your family.”

Sarah Chartier

Client Relationship Manager

Sarah joined our team in February of 2019. She graduated from Clarke University with a Bachelor of Arts degree in Business Administration. Sarah recently moved from the Tampa Bay area where she worked at Raymond James Financial as a Retirement Plans Associate. She comes to us having more than 5 years experience in the financial industry. With a background in banking and retirement plan services, she possesses strong analytical, organizational and communication skills. Sarah will directly support Mark and Jonathan with various financial requests as well as ensuring all of our clients are provided with the quality service they deserve.



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