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 became an integral member of the football coaching staff at the University of Wyoming as he worked towards a Master’s degree. After leaving Wyoming, Mark began his career in financial services and quickly advanced to the title of Chief Investment Officer for an independent firm in Lakewood, Colorado.
Mark deploys an unbiased investment approach predicated on risk management and loss avoidance, theoretically creating more consistent, reliable returns. Mark’s investment model portfolios are designed to be both low cost and tax efficient while specializing in ongoing, tactical changes to adapt to market conditions. Mark focuses on broad asset class diversification & income generation as the basis of his investment approach. Mark and his wife Megan reside in Parker, Colorado, with their two boys.