• Mark Trewitt

    Mark Trewitt is a seasoned financial planning expert who has been making a significant impact on his clients and their chosen charitable causes for over two decades. Through more than 250 educational seminars on "Practical Tax Solutions" and "Stop the Wealth Leakage," his expert advice has successfully redirected tens of millions of dollars from client taxes, benefiting the causes they are passionate about.


    As a published author, his book "Integrated Generosity - Moving from Involuntary Philanthropy toward Intentional Stewardship and Directed Generosity" exemplifies his unwavering commitment to empowering clients in making well-informed financial decisions. His areas of expertise encompass business succession/transition, wealth preservation, zero-tax estate planning, and high-impact charitable planning, all of which have been crucial in shaping his successful career.


    When not immersed in his professional pursuits, he finds joy and relaxation in spending quality time with his family and engaging in his beloved hobbies of golf and fishing. These activities provide him with a refreshing escape from work, allowing him to reconnect with nature and indulge in friendly competition.


    A proud fourth-generation native of Dallas, Mark, together with his wife Rosalyn, resides in a serene rural community near Lake Texoma. With their family now grown and empty-nesting, they cherish precious moments with their two sons and their wives, as well as three grandchildren, eagerly anticipating the arrival of more blessings in the years ahead.


    His distinguished career in financial planning beautifully blends with his interests and dedication to philanthropy. His continuous pursuit of knowledge, exceptional leadership skills, and active involvement in community service underscore his unwavering commitment to personal and professional growth. Mark Andrew Trewitt's passion for golf, fishing, and giving back enriches his life and reinforces his mission of assisting clients in achieving financial security while supporting the causes that hold special meaning to them.


    For those seeking financial advisory services, he offers his expertise through Delta Investment Management (DIM), a registered SEC Investment Adviser. Please note that IFSG University is not accredited as an institution of higher learning, and aside from an administrative services agreement, IFSG and IFSG University have no affiliation with DIM.


    “Advisory services offered through Delta Investment Management (DIM), an SEC Registered Investment Adviser. Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns.”



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