Mark has been servicing investors for over 35 years, the past 32 years at Raymond James. He helps clients reach their financial goals through broad-based financial planning, tax and estate planning, and risk and wealth management. His Group also specializes in 401k plan design and management. Mark graduated from Ferris State University in 1980, and did graduate finance work at Western Michigan University. He is a member of Raymond James’Chairman’s Council* and Retirement Planning Advisory Council**. In his spare time, Mark enjoys fishing, woodworking, and music performance. He is also active in the Grand Rapids Lions Club. Mark lives in Cascade with his wife, Kathy. Tune in to WOOD-1300AM or 106.9FM every Friday morning at 6:35am for Mark’s (or Stephen’s) weekly investment and market commentary.
**Raymond James’ Retirement Plan Advisory Council membership is based on assets under management, number of qualified group retirement plans, designations obtained, and compliance record. Membership is not an endorsement, is not representative of any one client’s experience, and is not indicative of future performance. No fee is paid in exchange for this membership.
*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.