Designations and Licenses
Mark maintains his life and health insurance licenses.
Experience and Education
Mark creates customized wealth management solutions for his clients, often integrating trust services or estate planning, personal insurance solutions and retirement planning.
Prior to joining Mariner Wealth Advisors, he spent more than six years at TIAA in wealth management, working with high-net-worth families to help them identify, prioritize and achieve their unique financial goals and recognize and neutralize potential challenges to accomplishing those goals. Prior to TIAA, Mark worked at Fidelity Investments in a variety of roles.
Mark has a bachelor’s degree in accounting from Westminster College.
Outside of work, Mark enjoys spending time with his wife and their three kids. He also enjoys distance running and cheering on his favorite football teams, the Denver Broncos and University of Utah Utes.