With the knowledge that comes with more than 18 years of experience in the financial services industry, Mark helps investors navigate the myriad of available investment options with client-first service and a personal commitment.
From financial planning to comprehensive portfolio management, Mark’s recommendations are made solely in the interest of providing the highest value and benefit to you. He works hard to help you pursue your financial goals and manage your risk.
At Raymond James, Mark has access to the financial expertise and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. If you have a question or concern, he answers promptly, completely and truthfully. Also he provides information you need to make informed decisions, based on realistic expectations, about your investment needs and personal goals.
Mark joined Raymond James in 2020 after 18 years with Edward Jones. He is a graduate of the University of Northern Iowa, receiving a degree in financial management. Before Edward Jones, Mark spent 21 years with Dun & Bradstreet. Mark lives in Omaha, Nebraska with his wife of 38 years, Renee. He has 3 children: John, Drew and Adam. When not in the office, he enjoys traveling, cycling and spending time with his four grandchildren.