Mark is a Wealth Strategist supporting clients across Oregon. He brings a wealth of experience and an open, honest and empathetic communication style to the role.
He focuses on complex planning areas, including helping clients navigate the complexities of qualified plans, buy and sell agreements, executive-level bonuses, legacy preservation, and business continuity. Mark is committed to delivering strategic financial solutions that meet customer needs and goals.
Outside of work, he is a passionate hobbyist photographer and enjoys travel, weightlifting, wine tasting, cooking and music. He is a Wisconsin native who embarked on a life-changing journey in early 2008 when he and his wife decided to seek a more temperate climate in Portland, Oregon, which they now proudly call home.
