Mark’s nearly 30 years as a financial advisor have given him (and his clients by extension) a time-tested approach to financial planning.
Although Mark has worked in many areas within the financial industry, he is particularly keen to help entrepreneurs navigate retirement planning. As Mark tells his clients, retirement isn’t a “winding down” — it’s a new beginning. His passion for helping enable his clients’ financial wellness has long inspired his colleagues and clients alike and even his daughter now is pursuing the same career. Together, the father-daughter duo now strategizes to help their clients feel confident and excited about their future.
Mark is also the author of “True Wealth: The GUIDE Process for finding and Financing Your Ideal Life.”
Based in Mt. Shasta, California, Mark serves on several Boards of Directors, including The Community Foundation of the North State, The Boys and Girls Club of Greater Shasta, and The Fall River Brewing Company.
In his free time, he enjoys spending time with his wife, their three children and six grandchildren.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS