Since beginning his career as a financial advisor in 2006, Mark has been passionate about his ability to have positive impact in the lives of those he serves. He aims to help his clients intelligently and decisively navigate the ins and outs of the financial world, working with them to help achieve their unique short and long term goals.
Prior to joining Raymond James in 2015, Mark served as a financial advisor with Edward Jones for over 9 years. He graduated from Azusa Pacific University in California with a Bachelor of Science in Finance. He holds his Series 7, 63, 66 as well as life and disability insurance licenses.
In 2018, Mark achieved the CERTIFIED FINANCIAL PLANNER™ certification. CFP® professionals have completed the required education, examination, experience and ethics requirements.
Mark loves spending time with his family. He married Lyndsey in 2006 and they have three young children. He is a member of Alderwood Community Church and volunteers through coaching youth sports. Mark served on the board of the Snohomish County Estate Planning Council and was one of the 12 founding members of the Seattle Seahawks President’s Fan Advisory Council. Aside from spending time with his family, Mark enjoys traveling and activities involving sports.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.