The Edwards Financial Group

Financial Advisor Team

Mission Statement
Mark has one goal: To help you preserve and enhance your capital. The key to this goal is to establish a planned and purposeful financial direction early in your relationship with him. He recognizes that each client is different — from a small business owner to a professional, from a wealthy retiree to a young family just beginning to build an asset base, from a small, newly funded retirement program to a large, complex benefit plan. Thus, any given client can have a very different set of priorities including: Wealth Preservation Planning*
• Financial Planning
• Investment Consulting Services
• Retirement Planning
• Tax-Advantaged Investments*
• Professionally Managed Money

Committed to Client Service
Mark is committed to providing you with quality service and investment advice. He believes that the potential for success can be attained using the three basic principles of investing: ownership, diversification and time. Backed by our renowned UBS Investment Research provided through UBS Securities LLC and our vast resources, Mark is able to help you define your financial goals, risk tolerance and time horizon. With this information, he is able to offer investment strategies designed to help pursue your individual goals. Your service doesn't end there; Mark has invested in a nonproprietary relationship management system from which you receive a phone call at least every 90 days and a letter from his office every month.

* Neither UBS Financial Services Inc. nor its Financial Advisors provide tax or legal advice. You must consult with your attorney and/or tax advisor regarding your specific situation.

Mark R. Edwards

Financial Advisor Admiral's Board

Rank – Rear Admiral

Mark is the Vice-President at UBS Paine Webber of Terre Haute and Indianapolis, Indiana. He is a series 7, 63 and 65, as well as Life insurance licensed. Prior to joining UBS and forming the Edwards Financial Group, he started his financial advisory career at A.G. Edwards in 1985 as a financial advisor. Then in 1989, he developed and implemented the investment area at ONB investments where he worked as a vice president and investment consulting officer for 12 years.

Mark’s financial savvy and business contacts have proven extremely resourceful for Heart of Sailing.

Scott R. Minton

Financial Advisor Admiral's Board

Rank – Commodore

Scott is a Financial Advisor at the Indianapolis, Indiana office of The Edwards Financial Group and is Series 7, 63 and 65, as well as Life and Health Insurance licensed. He is a graduate of Indiana State University with a BS degree in manufacturing technology. He started his financial career with Farmers Insurance Group, then joined Terre Haute First National First Financial Services as a Financial Advisor. Prior to joining The Edwards Financial Group, he was with Merrill Lynch.

Scott resides in Terre Haute with his wife and their three sons.

Lisa L. Thomson

Investment Advisor Admiral's Board

Rank – Commodore

Lisa is an Investment Associate at the Firm's Indianapolis, Indiana office and is Series 7, 63, 65 and Life Insurance licensed. Prior to joining our Firm, Lisa was with Milliard Lyons. She then joined A.G. Edwards as a sales assistant, then worked for ONB Investments as an investment consulting officer.

Lisa lives in Brazil, Indiana, with her husband and their son.

Jill White

Financial Advisor Admiral's Board

Rank – Commodore

Jill is an Assistant Operations Manager at the Firm's Indianapolis, Indiana office. She received her Bachelor's degree in marketing from Ball State University and is Series 7, 9, 10, 24, 53, 63 and 66 licensed. She began her career in financial services at First Chicago NBD as an investment officer, then went to First Financial Services as a registered sales assistant. Before joining The Edwards Financial Group, she joined ONB Investment Services in the same capacity.

Jill lives in Rockville, Indiana, with her husband and their son.