Mark brings nearly three decades of experience in financial services with over 9 years in wealth management to his role as Wealth Management Advisor.
In his current role, Mark places a strong emphasis on gaining a comprehensive understanding of each client’s distinct financial objectives and develops customized strategies designed to protect and grow their wealth.
Mark’s experience in financial services includes 20 years in commercial banking, where he helped clients manage cash flow through tailored deposit solutions, strategic lending, and efficient cash management services. For the past nine years, he has worked in private wealth management, providing financial guidance and managing investments to help clients navigate the markets. He earned a bachelor's degree in business management from the University of Phoenix and is currently working on his CFP® certification.
Mark lives in Queen Creek, Arizona, where he and his wife, Missy, raised three children and are now proud grandparents of four. They enjoy the outdoors and spending time with their family. In his spare time, Mark volunteers with his local church youth group, mentoring young adults ages 16 to 18.