Senior Wealth Manager
Mark is a seasoned advisor to business owners, families, and retirees. His goal for his relationship with his clients is to provide transparent guidance regarding their complete financial picture. He has significant experience helping multi-generational family businesses with succession, estate, charitable, and tax planning all while seeking to promote communication and family harmony. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Mark views finances holistically with an eye towards minimizing unnecessary complexity.
Mark is passionate about the inductive study of the scriptures. He is active in fellowship groups and teaching others how to study the Bible for themselves. Mark also enjoys hiking, fishing, and other outdoor activities.