Mark has been in the financial services industry for over 13 years serving in various capacities from corporate consulting for Wells Fargo Wholesale Bank, where he advised institutional clients with respect to electronic and e-commerce payments and risk management, to providing investment advice to business executives, individuals and families. He was also previously a member of LPL Financial’s Investment Policy Board. Mark works diligently to deliver his diverse clients timely and unbiased financial advice.
Mark’s primary expertise is on advising business executives, individuals, and families on how to build, manage, preserve, and transfer wealth. His investment management approach focuses on asset and liability analysis and the evaluation of risk. Mark partners with clients in order to evaluate their current financial situation and to understand their detailed goals, time horizon, and tolerance for price volatility, in order to develop a customized goals-based financial program, with a disciplined focus on risk management and a macro-economic overlay.
Graduating from the University of Kansas with a Bachelor’s Degree in Economics and 14 years as a classical pianist helps to define Mark. Mark is a proud father, dog lover, and lives in south Denver. He personally enjoys spending time with family and friends, the outdoors, traveling, cooking, golf, skiing, theater, and reading.