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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 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
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Mark Vernick

Principal

Mark Vernick

Mark Vernick founded Vernick Financial in 1995 and received his Certified Financial Planner (CFP®) accreditation in 1997 after graduating from Eckerd College with a BA in Business Administration. Mark also earned his AIF (Accredited Investment Fiduciary) Designation in 2015. Mark carries several licenses including a series 7, 24, 63 (for securities) and is licensed in Florida to offer Life, Health & Annuity insurance products. 

Mark serves on several boards including:   

  • Better Business Bureau of West Florida (including serving as chair for 5 years)    
  • Executive Advisory Council for Suncoast Hospice Foundation    
  • Professional Advisory Council for The Humane Society of Tampa

Mark is also an active member of:  

  • Professional Guardian Association of Pinellas County    
  • Professional Guardian Association of Florida    
  • Seminole Lake Rotary

Mark prides himself in providing financial guidance for individuals and families across generations. Keeping in mind how one generations wealth can benefit the next, Mark works with clients to help their assets provide not only for themselves but for the following generations. 

Another area of specialization of Mark's is managing investments in conjunction with those who find themselves in charge of other’s assets, such as Guardians and Trustees.

A long-time Florida resident, Mark has grown up on our local beaches and waterways and enjoys being on the water. During his time away from the office, Mark is often accompanied by his wife, adult children, grandson and 3 dogs.

Contact Mark


Phone

Fax

Email



727 258 9001

727 209 0969

mark@vernickfinancial.com

Race Walker Photo
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Race Walker

Director of Operations

Race Walker

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
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Michael Sullivan

Registered Representative

Michael Sullivan

After retiring from the military with 20 years of service and obtaining his BA in Business Management (with a focus in Finance) from Eckerd College, Mike went on to work for a global retirement and wealth management company focusing on three main areas to best serve his clients – financial goal setting in retirement, tax-efficient strategies in the working and non-working years and crafting healthy monthly budgets to help ensure plan success. Mike joined the Vernick Financial Planning team in 2018 and is continuing to serve his clients with his gifts and strengths.  

Mike is proud to be a Smart Vestor Professional with Dave Ramsey and coordinator for the very popular Dave Ramsey course, Financial Peace University. Mike also acts as the Chief Financial Officer for a local church and supporting the young patients at St. Jude Children's Research Hospital. When Mike is not volunteering his time to help his community, he and his wife enjoy the outdoors, local festivals, going to the beach or spending time with their dog, Noah.

Contact Mike


Phone

Fax

Email

727 258 9001

727 209 0969

mike@vernickfinancial.com


Sarah Rogers Photo
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Sarah Rogers

Marketing & Client Relations Specialist

Sarah Rogers

After graduating from the University of Central Florida in 2012, Sarah pursued a career in the zoological field for nearly a decade. Sarah is responsible for developing and executing marketing strategies as well as being on the forefront of client communication. When not at work, Sarah spends time with her young son, husband and their two “fur-children” and ample time at Walt Disney World.

Contact Sarah


Phone

Fax

Email

727 258 9001

727 209 0969

sarah@vernickfinancial.com