Mark offers over 25 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, Retirement Income Certified Professional, Chartered Mutual Fund Counselor℠, and Certified Exit Planning Advisor. He graduated with a bachelor's 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 traveling with his wife, hiking in northern Arizona, and being a Sun Devil football season ticket holder.