I have worked advising individual clients for over 25 years. Though I work by myself in with clients in most cases, I also work with my wife in various situations and when working with couples on legacy planning.
In addition, I have a vast network of people I can call on or refer you to for issues that I need help with or I believe could help. I am NOT a financial advisor. I do work with clients on legacy issues regarding their values and mission for investing and giving. In addition, I have spent many years advising parents on legacy issues regarding their children.
Mark R. Demos
Founder - The Legacy Forum
I have always been a person others have come to when they had problems, faced crises, needed direction or advice in major decisions, sought meaning in times of soul searching. Who I am as a person, my innate Talent DNA and my experiences have uniquely prepared me for what I do as a Personal Advisor and Confidant. I have been advising people for over 25 years individually and with the highest measure of confidentiality.
I think it is important you get a clear sense of who I am if you are looking for someone to share important issues with, make powerful decisions and trust their advice. I will share aspects of my life and who I am as they apply to working together.
I have spent much of my life analyzing talent and what is exceptional in people. Understanding motives and what drives people in their lives is an art. I know I uniquely qualified having spent his life focused on and creating unique forums where great decisions are made, purpose examined, problems understood, personal issues addressed, ideas formulated, balance restored and hope regained.
My experience has been broad, deep and colorful. I have made a list of some of the places where my talents and effectiveness have been most evident. As a Personal Advisor and Confidant, I bring all of these talents to the process but I am not just one or two.
Entrepreneur and Business Owner - I understand business and the pressures of starting a new venture. I am not a business consultant. I am not a financial planner.
Executive Coach - I have coached many high level executives over the last 30 years. Many have been very successful.
Minister - I have been a pastor of a church and an assistant chaplain in a war. I understand spiritual, theological and philosophical issues as well as "confession". I believe many of the problems and blocks of life are spiritually based and often relate to forgiveness.
Psychotherapist - I was a psychotherapist for a few years and understand therapeutic process and theory. I am not a licensed counselor now. I never liked the 50 minute therapist model nor the confines of an office to talk about life. I loved working with people in tough situations. I am exceptional working with crisis situations.
Soldier - I was drafted into the military one month after high school. I added this not as a profession but as a way of conveying how I have experienced life. Being a Personal Advisor requires a breadth of life experience for it not to be clinical, dry or absent of self-disclosure. I have seen the nature of the worst of human behavior, courage, sadness, discipline and life and death up close.
Cricket Player and Coach - Sport is a great builder of discipline and character. I understand the power of teamwork, strategy, belief, talent fit, etc. I also coached a team to a national championship. The team was comprised of players from five different countries of origin.
Legal and Forensic Consultant - I had the privilege of working with a world renowned psychologist from whom I learned forensic process. Knowing how to identify, collect, analyze and then connect evidence/information is a very important part of what I do. Making decisions without the right information is not legacy consulting. I also learned how to ask questions to find the right information. I understand legal process very well.
Author - Writing is the ability to convey ideas, processes and stories in a cohesive way. That is what I help clients do. Tell a story or write a story and make it make sense. "The DNA Code: The Forensics of Purpose, Passion and Performance".
Mediator - As a part of my legal consulting I was appointed to do mediations. Mediations are diplomacy. They are difficult, often complex, require exceptional people skills, decisions must have practical application and also a way of letting both sides know the world is not perfect.
Speaker - I love speaking and learned I could speak when on an officers selection course in the military. Communicating ideas to specific audiences is what I love.
Gallup StrengthsFinder - I only list these because I love the StrengthsFinder and believe their profile is accurate. My strengths: Strategic, Maximizer, Futuristic, Achiever, Activator and Ideation.
Here is some additional personal information about my life. I was born and educated abroad then in the USA. I was born in a small British colony, Rhodesia, now Zimbabwe. I attended a wonderful private school, St George's College, very much like the school in Harry Potter. I came to college in the USA and studied psychology, theology and political science.
I am husband to an amazing and beautiful woman I am father of three grown children who I raised. I am grandfather of three bright, engaging, energetic and incredible lives.
I am a traveler. I have been to all 50 US states and most of Canada. I have traveled through Europe on trains, planes and automobiles. I have walked, hitchhiked, driven, flown and travelled through much of Africa. I love cultures and meeting people who have different experiences to mine. I love coffee and sidewalk cafes. I love the water, especially the warm ocean. I was bitten by a small shark in the Florida Keys in 2019. I am a photographer. I love dogs and have a great pup called Trax.
My life is focused on connecting with people who are serious about their live, families and legacy.
I have worked with some of the world's wealthiest individuals, NFL players, AIDS orphans, young entrepreneurs, college students, single parents, many nationalities, and many more. I love people and connecting. I love talking about legacy!
Call me at (425) 492-4300 I would love to connect and see how we can make life deeper, richer and more filled with meaning!
Co-Founder - The Legacy Forum
I have been a Licensed Professional Counselor for 25 years in Texas. Throughout my life, friends, schoolmates and others have sought me out to talk about important issues. That probably moved me in the direction of becoming a therapist. I was amazed how before I became a therapist people I hardly knew would open up to me about their most private personal issues. They wanted to be heard and they wanted direction.
From early in my life I was fascinated by what motivated people. I wanted to understand the: What, How, When and Why people do what they do and also Who they do it with. Motive or the “Why” behind behavior is what I am always attempting to understand and identify. I was obsessed with the FBI and profiling. I often thought of becoming an agent but life took me in other directions. That fascination has served me very well. I have worked in corporate life with Mark Demos and have helped develop the Positive Forensic Profiling system. It allows us to look at what is best in people and also help them to see and leverage their strengths to face life.
I have spent 25 years reading and learning about how to ask the right questions to help people gain insight and also for me to understand, so I can counsel and advise.
I have been working with The Legacy Forum for 10 years. Working with Mark Demos with amazing people who want to make life all they have to capacity to do. I have been able to travel around the US to work with clients where they are. I have had the privilege of meeting clients with household names, spend time at homes and estates that are magnificent, but most of all see people who are serious about legacy work hard on decisions and issues.
I am a world traveler, I love the beach and warm places, I love speed and fast cars, I enjoy a wide variety of music, I am a movie quote savant!