Taking the Next Steps
Taking the Next Steps

About Us

Mark Davidson started Taking the Next Steps to meet a need that was not being addressed... financial coaching at the individual level to change lives.


Mark Davidson has been involved in the financial services industry for over 20 years, and he has worked with clients of all backgrounds and asset levels.  After reading multiple surveys sharing how challenging it is for many Americans to meet their financial obligations and the difficulties they face in a system that can often work against them, he decided it was time to do something. 

Mark has an undergraduate degree is in Mathematics from Samford University, and he has an MSM (Master of Science in Management, MBA-equivalent) from Purdue University.  As well, he attained his Chartered Financial Analyst designation which includes in its Codes and Standards a commitment to a fiduciary duty to clients.  He is a co-founder of Cornerstone Investment Management, and has worked there for almost 15 years as a portfolio manager and equity analyst (among other roles an entrepreneur has to assume). 

Just as importantly, Mark has always been involved in charitable activity, whether teaching Sunday school in his church or serving his community.  Currently, he serves as a Coach and on the board of Directors for Soccer4Life, which reaches children in disadvantaged communities and teaches them life skills using the sport of soccer as a method to reach out.  If you want to learn more about Mark and his activities and interests, please visit here.