With experience and a perspective that spans decades, Mark aims to provide a continuum of service over his clients’ lifetimes.
On a day-to-day basis, Mark oversees and directs the activities of a team of financial professionals, monitors shifts in the industry, market, and world for broader financial planning considerations, collaborates with clients’ CPAs, attorneys, and other advisors to help meet clients’ goals, and drives the wealth management process through routine meetings and planning discussions.
Mark holds a bachelor’s degree in political science and economics from Idaho State University in Pocatello. He is part of the Financial Service Institute (FSI), an organization focused on ensuring access to independent advisory services and a yearly recipient of the Raymond James Executive Council* (2008-2023). On both local and state levels, Mark has served as a volunteer and board member for numerous organizations over his career. Currently, he is active as a founding board member of The City Club of Idaho Falls, a Rotarian, a member of the Idaho Falls Chambers of Commerce, and a member of the Idaho Business for Education (IBE).
Originally from Rigby, Idaho, Mark now lives in Idaho Falls, where he enjoys restoring cars, trucks and motorcycles, spending time with family and friends and enjoying the endless abundance of year-round recreation activities the state has to offer. He also hosts a podcast called Idaho Found, which airs monthly on KISU FM out of Pocatello. He has two sons, Adam, and Steven – both veterans of the Iraq War – and six grandchildren.
* Membership is based mainly on assets under management, education, credentials, and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.
