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.
*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.