Mark offers over 20 years of financial industry experience, providing comprehensive retirement income planning. He is dedicated to helping his clients fulfill their financial goals and works closely to determine their personal needs in order to develop customized strategies. Mark values independence and deeply respects hard work.
Mark is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Mutual Fund CounselorSM, and Life Underwriter Training Council Fellow. He graduated with a bachelors degree in Finance from Arizona State University and an MBA from Grand Canyon University. Mark currently holds FINRA Series 7,24,63, and 65 licenses. He enjoys coaching youth sports and is a member of the ASU Alumni Association and the St. Theresa Catholic School Dad's club.