Mark began his retirement and financial advisory career in 1988. He provides guidance with retirement cash flow planning, investment strategies, and the estate planning required for successful wealth management.
Mark's clients include retirees from oil/chemical and telecommunications companies, business owners, and widows/widowers.
Mark’s education includes the CERTIFIED FINANCIAL PLANNER™ certification from the College of Financial Planning in Denver, Colorado, and he is a Certified Divorce Financial Analyst (CDFA®) professional. Mark holds a B.B.A in Finance from the University of Houston-Downtown.
Mark was named to the 2020 edition of the Forbes list of Best in State Wealth Advisors† . He is also a member of the Raymond James Chairman’s Council* (2014–2019). When not in the office, Mark enjoys family reunions and most water sports. He and his supportive wife Tonja married in 1984.
† The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 nominations, more than 4,000 advisors received the award. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info. * 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 future performance. *Raymond James is not affiliated with the entities mentioned.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.