Mark brings more than 35 years of investment and wealth management experience, helping individuals and families navigate the complexities of their financial lives with confidence and clarity. By partnering closely with a team of specialists, Mark provides comprehensive guidance in retirement planning, estate planning, tax planning, cash flow management, investment strategy, and wealth transfer.
Through this collaborative approach, clients benefit from a network of professionals and resources working together to help them pursue their goals, preserve their wealth, and create a lasting legacy
Mark attended St. Cloud State University and studied finance at the Carlson School of Management at the University of Minnesota. His leadership was evident during his tenure as Chairman of the Investment Committee at Luther Seminary, where he oversaw the school's $100 million endowment. During his eight years of service, he led the effort to rewrite the organization's Investment Policy Statement, helping establish a foundation for long-term success.
Today, Mark resides in Plymouth, Minnesota, where he enjoys spending time with his two children and three grandchildren.
If you would like to learn more about Mark or discuss your financial goals, please feel free to reach out.