The team at The Legacy Group provides expertise from many different disciplines:

Mark R. Clark, CFP^®, CSA, President & CEO

At age 20, Mark became a successful manager for United Parcel Service. His grasp of managing people allowed him to lead employee groups to perform at above acceptable standards set by UPS. Mark successfully completed every sale and advanced management training required by UPS. In 1994, Mark changed his career and has since obtained his Certified Financial Planner™ designation, Series 7, Series 24, Series 65, Series 63, CSA(Certified Senior Advisor), as well as life, health and property and casualty licenses. Over the last 13 years Mark has enjoyed working with clients and enjoyed steady growth in the business and as a person Mark has strong family values shared with his wife of 21 years, Tonna. Together they are raising four children; daughter, Amber, college student, daughter Morgan, junior in high school playing Varsity Volleyball, daughter Emily a freshman in high school and a Junior Varsity Cheerleader, son Logan fifth grader and involved in AAU baseball. Mark is a member of The Financial Planning Association, a volunteer local area contact for Crown Financial Ministries, a charter member of the Sarasota Chapter of Kingdom Advisors and a member of The Summit Study Group.

Mark has created an environment that encourages collaboration. Today’s marketplace is in need of financial advice that requires financial planners, CPA's Attorneys, insurance professionals and coaches to work together for a more comprehensive plan. As President, Mark's other responsibilities include recruiting new advisors, establishing relationships with outside professionals, and creating new marketing opportunities for The Legacy team.

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Andrew Starostecki, J.D. Wealth Manager

Andy is a graduate of Columbia University where he majored in Political Science and Russian. He earned his JD (law) degree at Cornell University.

After a 14 year career in New York State as a criminal prosecutor, administrative law judge, and college instructor, Andy and his family moved to Sarasota in 1988. He has been in the trust and investment advisor profession since then. Andy has completed numerous advanced courses in estate planning, tax, insurance and investment management, all of which help him focus on creative solutions for his clients’ problems and concerns.

Andy has the Series 7 and 66 securities licenses, and a Life Health & Annuity license. Andy’s primary focus is on financial, tax and estate planning, as well as portfolio management.

He and his wife Jeanie, married since 1974, have two grown sons Peter and Danny who live in the Sarasota area.

Andy has served on numerous local not-for-profit boards, and currently serves as board member and planned-giving chairman of the Community Haven for Adults and Children with Disabilities, where his wife is a volunteer. He is also President of the local Columbia University Alumni Club. Jeanie and Andy have been members of Church of the Palms since 1990.

Andy is fluent in Polish and has working knowledge of Russian and French.

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Mark Stough, CFP^®

Mark, a Certified Financial Planner (CFP®) is a Vice President, Private Client Wealth Adviser with the Legacy Group. The Legacy Group is an independent boutique offering Financial Planning*, Wealth Management* that focuses on helping clients accumulate wealth, protect wealth, distribute wealth, and pass wealth tax-efficiently. Prior to coming to The Legacy Group in 2005, Mark worked as a financial advisor with UBS for several years as well as with SunTrust.

Realizing each client’s financial situation is unique; Marks approach to providing solutions to their particular issues is to pull together the right team within the firm. Each new client relationship begins with a thorough financial “checkup” and a written Financial Plan that is put together by the team. “Like building a house, if we start with a good blueprint, and lay a solid foundation, everything else is much easier”.

Mark was born in Chicago, raised in Indiana, graduating from Indiana University in 1980 with a BS. He moved to Florida in 1996 and now lives in Bradenton with his wife Andrea, 8 year old son Brendon, and Mark’s 17 year old daughter Cebrian. When not helping clients achieve their dreams, Mark enjoys golf, reading, and relaxing with his family.

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Steven T. Faticone, Financial Advisor

Before his arrival at The Legacy Group, Steve was the Regional Vice President for Pacific Life Insurance Company, located in Newport Beach, California, for the state of Florida. He joined Pacific Life after working at Bankers Trust of New York as their National Sales Manager from his Chicago, Illinois and New York City offices. A former member of the State Department of Insurance of Illinois' Continuing Education providers, Steve was educated at the State University of New York at Buffalo. A native of upstate New York, Steve and his family have lived in Florida since 1996.

Steve’s experience brings a unique perspective to The Legacy Group. Steve was responsible for the acquisition and retention of over $1 billion in securities related assets. Our clients greatly benefit from Steve’s field experience and multi-faceted planning techniques.

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K. Peter Grogan, Financial Advisor

Pete holds a Bachelor of Science degree in Mathematics, and Series 7 and 63 securities licenses. He specializes in investments, trust owned life insurance, and other alternative insurance lines. Pete is working towards his Series 66 license and certification as a financial planner. He has over 12 years of experience in financial services and spent 10 years in corporate accounting at two Fortune 500 companies. He serves the Tampa Bay area from his office in Saint Petersburg.

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Suann Southwick, Benefits Manager

Suann received her Bachelor of Arts Degree in Psychology from the University of Florida. A resident of Bradenton FL since 1972, Suann’s insurance experience dates back to 1981. She works closely with business owners, individuals, and other professionals as well as the financial planning team at the Legacy Group. She specializes in providing Major Medical, Disability, Long Term Care, and Life products for employer groups as well as individuals. Suann is an active member of Gulf Coast Association of Health Underwriters (GCHU), Florida Association of Health Underwriters (FAHU), and National Association of Health Underwriters (NAHU). She is a founding member and officer of Business Networking International (BNI) in Bradenton, FL.

Contact Suann Southwick