Committed to helping clients with every aspect of their financial picture, Mark specializes in holistic financial planning. He takes the time to truly get to know his clients in order to best understand their needs. He also helps ensure each client has a personalized wealth plan, tracking the role this plan plays in their financial future. And he’s there for his clients when life comes at them with a new unexpected plan.

Mark’s patience and honesty help create a reassuring and motivational environment as he works with clients to develop strategies aligned with their unique goals. His advisory group’s team approach also promotes comprehensive and effective planning and investment management. Additionally, Mark’s ability to simplify the complex helps build his clients’ confidence in making informed financial decisions.

In 2019, Mark joined Raymond James, a firm he admires for its client-first culture and innovative technology. Prior to that, he worked as a financial advisor at Piper Jaffray and at UBS Financial Services for 18 years, later serving as first vice president at RBC Wealth Management for 10 years.

Mark holds a Bachelor of Science in business from South Dakota State University and a Master of Business Administration from Iowa State University. An active member of his community, Mark has coached several of his children’s sports teams, served as a four-year housing association board member, and spent years volunteering with Youth Emergency Services & Shelter.

Originally from Algona, Iowa, Mark resides in Urbandale, Iowa, with his wife, Teri. Together, they share five children: Greg, Erin, Tayler, Jessie and Jordan. Mark enjoys biking and golfing in his free time.