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P A R T N E R  W I T H  U S

Your valuable team at the helm

Vernick Financial acts as your partner for financial security. We help you create and protect your wealth for the years ahead and offer strategies and solutions to fulfill your financial goals. 

Our financial planning and asset management relies on long-term, managed money strategies — wise alternatives to day trading and the risks of speculation. Essential to a sound financial plan, our comprehensive, fee-based approach uses stocks, bonds, ETFs, mutual funds and other assets along with cash management, risk management, investment planning, retirement planning, tax planning and estate planning. With our combined years of experience and our dedication to helping clients like you build a legacy, Vernick Financial exists to serve you and your future generations to come.


Mark Vernick Photo

Mark Vernick

Principal


Mark Vernick, founder of Vernick Financial since 1995, is a highly experienced financial professional. He earned his Certified Financial Planner (CFP®) accreditation in 1997 after graduating from Eckerd College with a BA in Business Administration. Mark further bolstered his knowledge with the AIF (Accredited Investment Fiduciary) Designation in 2015 and holds licenses including series 7, 24, and 63 for securities, as well as licenses for offering Life, Health and annuity insurance products in Florida.

Mark is deeply committed to community involvement, having served on numerous boards, including the Better Business Bureau of West Florida, where he chaired for five years, the Executive Advisory Council for Suncoast Hospice Foundation, and the Professional Advisory Council for The Humane Society of Tampa. He actively participates in professional organizations like the Professional Guardian Association of Pinellas County, the Professional Guardian Association of Florida, and the Professional Fiduciary Council of Florida. Mark is also an active member for the Seminole Lake Rotary Club and served as president for the 2022-2023 term.

Mark is passionate about guiding individuals and families across generations in financial matters, emphasizing wealth preservation and benefiting future generations. He also specializes in managing investments for those entrusted with overseeing others' assets, such as Guardians and Trustees.

A dedicated Floridian, Mark's love for the state's beaches and waterways is evident. When not at work, you'll often find him enjoying the water with his wife, adult children, grandson, and two loyal dogs.

Contact Mark


Phone

Fax

Email

727 258 9001

727 209 0969

mark@vernickfinancial.com




Race Walker Photo

Race Walker

Director of Operations


Race is a graduate of the University of South Florida and joined Vernick Financial after disembarking from a thriving 25-year career in the banking industry. Fueled by creating a unique and premium client experience, Race is quintessential to the success of the firm. He oversees all client on-boarding and data maintenance, assists in client communication and is, in short, Mark’s right-hand man. When Race is not exceeding client expectations by providing concise communication and firm workflow processes, he spends time with his children and other half by going biking, traveling and exploring what the Tampa Bay area has to offer.

Contact Race


Phone

Fax

Email

727 258 9001

727 209 0969

race@vernickfinancial.com


Michael Sullivan Photo

Michael Sullivan

Registered Representative


After retiring from a distinguished 20-year military career, and earning his BA in Business Management with a Finance focus from Eckerd College, Mike transitioned to a prominent global retirement and wealth management firm. Here, he concentrated on three core areas to provide optimal client service: establishing financial retirement goals, implementing tax-efficient strategies throughout various life stages, and developing sound monthly budgets to ensure successful planning.

In 2018, Mike joined the Vernick Financial team, where he continues to leverage his unique talents and strengths to serve clients effectively.

Mike takes pride in his role as a SmartVestor Pro with Dave Ramsey and Ramsey Solutions, including actively volunteering as a Coordinator for the highly sought-after Dave Ramsey course - Financial Peace University.

Outside of his community service, Mike and his wife relish spending quality time outdoors, attending sporting events and concerts, exploring new domestic and international destinations, and cruising around on their golf cart with their two cherished Cavalier King Charles Spaniels - Dublin and London Jack.

Contact Mike


Phone

Fax

Email

727 258 9001

727 209 0969

mike@vernickfinancial.com

Sarah Rogers Photo

Sarah Rogers

Marketing & Client Relations Specialist


Sarah, a 2012 graduate of the University of Central Florida with a Bachelor's in Psychology, dedicated nearly a decade to the zoological field. Since starting with Vernick Financial in 2020, Sarah has played a pivotal role in shaping and implementing effective marketing strategies while also maintaining a strong presence in client relations. Beyond her professional life, Sarah enjoys quality time with her husband, young son, and two beloved "fur-children." Sarah is also a passionate enthusiast of Walt Disney World and, most recently, she earned a Master of Arts in Digital Strategy from the University of Florida.

Contact Sarah


Phone

Fax

Email

           

727 258 9001

727 209 0969

sarah@vernickfinancial.com