more than two decades, Mark has worked intensively in the financial services industry. His unique strategies help bring measurable
benefit to those interested in effectively achieving their financial goals and objectives with greater efficiency.
Mark’s client base includes families,
professionals and business owners. His business is tailored to individuals who have the wisdom to see the
value of proper planning; the acumen to act on objective recommendations designed for their individual circumstance; and the
financial wherewithal to make appropriate, long-term decisions.
In his professional career, among
other accomplishments, Mark has carried the title of Investment Specialist for a national broker/dealer and served as Vice
President of Financial Planning for a regional bank in Salt Lake City. Mark began his financial services career in 1987 in
Richmond, Virginia where he built a thriving business before relocating to Salt Lake City in 1994. His
clients benefit most from his years of experience and his philosophy of putting his clients’ best interests first.
graduated with a major in accounting at Brigham Young University where he had minors in Business and Spanish.
He authored a Spanish financial column in El Sol, an Hispanic periodical on the east coast.
Mark obtained the designation of Chartered Life Underwriter (CLU), and Chartered Financial Consultant
(ChFC), from the American College; and is a Certified
Financial PlannerTM professional. He resides in South Jordan,
Utah, with his wife, Kristie, and their wonderful children.