Mark has always had an interest in finance and helping others succeed. He is deeply committed to his clients and works relentlessly to make sure their best interests are served, which has enabled him to build a financial practice based on relationships of mutual trust and respect.
The families and individuals he serves include business owners, executives, military officers and veterans. Clients often share that they appreciate how relatable Mark is, both personally and professionally. “I consider myself incredibly fortunate to be working with our great clients,” says Mark.
Mark meets with clients and prospective clients to assist, plan and develop their financial goals. With his individual approach to wealth management, he provides a customized and objective plan designed to help each client pursue their goals and, ultimately, strive for financial independence. He follows a goals-based process built on time-tested investment principles, while allowing the flexibility to adapt to fluctuating economic conditions.
One of Mark’s areas of expertise is retirement income planning. He assists clients with wealth accumulation and, when they are ready for retirement, helps to provide the income they need in an efficient and effective manner so they can maintain their quality lifestyle.
Mark holds several key professional credentials that help him serve the needs of his clients. As a Certified Financial Planner™ professional, he has attained one of the most respected financial planning credentials. He is also a Chartered Financial Consultant®, Chartered Life Underwriter® and Retirement Income Certified Professional®. Mark was named to the 2022 edition of the Forbes list of Best in State Next-Gen Wealth Advisors†.
Before transitioning to Raymond James in 2022, Mark established and headed the Anderson Wealth Management firm at Northwestern Mutual, where he worked for 10 years. He is a graduate of Whitworth University, earning a degree in economics and business finance.
After graduating, Mark was commissioned as an Army officer through the Gonzaga University ROTC program and, after suffering a severe back injury, he transferred branches to the Army Engineer Corps, where he served as a sapper platoon leader, executive officer and future operations officer stationed at Fort Carson, Colorado. He deployed to southern Afghanistan in 2010, where he and his platoon conducted combat operations and patrols throughout the Arghandab and Panjwai districts and worked closely with the Kandahar provincial reconstruction teams during his 12-month deployment.
“During my time in the Army, I was fortunate to serve alongside some of the greatest people and leaders I’ve ever met and developed personally and professionally under their mentorship,” Mark says.
Mark is also active in supporting his community, working with organizations such as Kids Against Hunger, American Corporate Partners and Junior Achievement. “Serving others has always been a core part of my personal satisfaction and intrinsic worth,” Mark says.
Mark is originally from Spokane, Washington, and today lives in Colorado Springs with his wife, Heather, and their children, Evelyn and Luke. In his free time, he enjoys snow skiing, hunting, golfing, fly fishing, mountain biking and swimming.
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.
† The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. The Research Summary (as of August 2022) included: 35,465 nominations for all rankings, based on thresholds, 19,986 invited to complete online survey, 14,892 telephone interviews, 3,038 in-person interviews at advisors’ location, 1,357 virtual interviews and 3,513 individuals considered and 1,000 individuals won the Next-Gen ranking. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. For more information and complete details on methodology, go to www.shookresearch.com
Raymond James is not affiliated with the above organizations and/or charitable causes.