Designations and Licenses
Mark holds variable life and variable annuity and life insurance licenses in various states including Kentucky.
Experience and Education
Mark provides personalized wealth advice that includes financial planning, investment management, risk management and retirement planning. He works with a team of experienced professionals to design, implement and monitor investment solutions with a focus on clients’ long-term objectives and goals.
He has 10 years of experience in the financial services industry. Prior to joining Mariner Wealth Advisors, Mark was a wealth management advisor at TIAA. He also served as a financial advisor at Merrill Lynch.
Mark holds a bachelor’s degree from the University of Southern Indiana.