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.
His education includes the CERTIFIED FINANCIAL PLANNER™ certification from the College of Financial Planning in Denver, Colorado and a B.B.A in Finance from the University of Houston-Downtown.
When not in the office, Mark enjoys family reunions and most water sports. He and his supportive wife Tonja married in 1984.
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.