Specializing in retirement analysis, distribution planning, asset allocation and accumulation and income projection, Mark develops custom-made investment strategies tailored to each client’s risk tolerance and lifetime goals.
A critical thinker, Mark listens intently to clients in order to help ascertain the best plan to address their needs.
Prior to joining Raymond James in 2018, Mark served as a senior vice president at Wells Fargo Advisors, first vice president at Smith Barney, regional manager at Copeland, agency manager at Woodmen Financial Resources and sales representative and sales manager at Mutual of New York. In all, he brings 40 years of industry experience to the firm.
Mark graduated from Creighton University in 1979 and became a Chartered Financial Consultant® nine years later. He serves as president of St. Leo Parish Council, treasurer of SPSL School Board, treasurer of St. Vincent DePaul Council, president of Omaha Public Schools National Academy of Finance, and project business consultant for Junior Achievement.
Outside of the office, Mark has experience coaching youth soccer and basketball teams and enjoys playing golf and traveling.
Mark lives in Omaha, Nebraska, with his wife, Deb. The couple have three adult children – Megan, Dan and Emmy.
Raymond James is not affiliated with the listed organizations.
Diversification and asset allocation do not ensure a profit or protect against a loss. Investing involves risk and you may incur a profit or loss regardless of strategy selected.