Mark has been servicing investors for over 38 years, the past 35 years at Raymond James. He helps our clients plan and obtain their financial goals through broad-based financial planning, retirement income design, tax and estate planning, risk and wealth management, and 401k plan management. Mark graduated from Ferris State University in 1980, and did graduate finance work at Western Michigan University. Mark lives in Cascade/Arizona with his wife, Kathy, and enjoys woodworking, hiking, music performance, and mission trips with the Grand Rapids Lions Club. Tune in to WOOD-1300AM/106.9FM every Friday morning at 6:35am for Mark’s (or Stephen’s) weekly investment and market commentary. Mark was named to the 2022 edition of the Forbes list of Best in Sate Wealth Advisors†.
† 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 34,925 nominations, more than 6,550 advisors received the award. This ranking is not indicative of an 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. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. No fee is paid in exchange for this award/rating.
Raymond James is not affiliated with the above organizations and/or charitable causes.