Mark has provided service to clients and support to financial advisors in various capacities since 1981. Prior to joining Raymond James in 2006, he was director of professional development for private client services at a regional investment firm and sat on the operating committee. His extensive experience in management and advisor support has also included positions as a branch manager and a regional director responsible for satellite investment offices in six states. Upon his affiliation with Raymond James, he helped open the first Raymond James & Associates office in Minneapolis, MN.
Mark attended the University of Minnesota, and is a graduate from the Securities Industry Institute at the Wharton School of the University of Pennsylvania. He holds the Wealth Management Specialist (WMS) designation as well as the Investment Management Consultant title, and sits on the FINRA Series 7 exam committee.
He and his wife Sara enjoy boating in both MN and FL, as well as hosting family whenever possible. He spends his leisure time reading, fishing and traveling with his family. He is passionate about helping people grow and preserve their wealth, while living a healthy lifestyle. In this age of increased longevity, it becomes more and more important to manage risk while maintaining a balanced healthy lifestyle
“The greater danger for most of us is not that our aim is too high and we miss it, but
that it is too low and we reach it”
The Investment Management Consultant title is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.