Mark has over 25 years of experience as a financial professional and specializes in a behavioral finance approach to investment management. This involves helping a client understand their individual money biases and tendencies can help limit emotionally charged decision making, potentially leading to better long-term results. He has attained the Behavioral Financial Advisor™ designation and has helped many families shape, guide, and influence their decision-making ability in everyday money matters.

Mark shares his in-depth knowledge with our network and is our in-house expert in all matters of client retention, referrals, relationships, and management.

Mark and his wife have three adult children and two dogs – Molly and Dexter. He is active in his church as a greeter and group leader. Outside of work, he can be found trail running, hiking, fishing, hunting, traveling, and enjoying time with friends and family.