Mark is an Independent Wealth Advisor with WealthSource Partners. He received his Bachelor of Science degree from the University of Northern Colorado, where he was a four-year letterman in football as a defensive back. Upon graduation, Mark spent 3 seasons coaching football at the University of Wyoming as he worked towards a Master’s degree. Mark began his financial services career in 2007. In 2009, Mark joined Prestige Wealth Management Group in Lakewood, Colorado where he advanced to the title of Chief Investment Officer. Mark left Prestige Wealth Management Group in 2010 to join Avant-Garde Advisors, which joined forces with another investment adviser in 2016 to form WealthSource Partners.
Mark and his wife Megan reside in Parker, Colorado, with their two boys.
What’s your RISK SCORE?
We all invest with the hopes of seeing our money grow. But, have you ever considered how much do you stand to lose if the market were to fall? My investment advice is customized towards your risk profile, adding a level of comfort to your allocation. We capture your personal RISK SCORE through an interactive questionnaire, then we discuss your expected range of returns before we invest.