Mark, a native of Hermann, Missouri, got his start in the financial field right after graduating from Truman State University in December 2001. He's always had a fondness for saving, investing, and all things numbers since high school. It was natural then that his first official job out of college was in the financial field, where he was hired to be an advisor and has never looked back.
Those early days and subsequent years in the profession have taught him what it truly means to be an advisor. It's not just about investing and crafting portfolios for clients, although that's certainly a major role. It's also adding value through social security planning, reviewing debt management questions, just to name a few. He views his job as one in which listening and communicating easy-to-understand plans are tantamount to his practice.
Today, while he has a relatively broad base of clients, his specialty is in serving the unique needs and dynamics associated with teachers and attorneys.
Mark lives in O'Fallon, Missouri, with his wife, Mary Ann, and kids (Ellie, Ryan, and Claire). Outside of his professional life, he loves to watch his kids play various sports, and most weekends you can find him in a gym or at a soccer field.