With over thirty years of financial industry experience, Mark brings invaluable insight to the team. He is deeply committed to helping individuals and families make sound financial decisions that align with their goals. He specializes in wealth accumulation and safe retirement income distribution, applying a scientific approach rooted in the Nobel Prize-winning investment theory, ‘Modern Portfolio Theory.’ Mark’s educational background is the cornerstone of his client relationships, as he places a strong emphasis on ensuring that his clients are well-informed about their portfolio strategies. To him, an educated client is the foundation of a strong and lasting relationship.

In addition to his professional expertise, Mark has a passion for coaching, having coached baseball and football for over a decade. He draws parallels between financial advisory and coaching, emphasizing the importance of strategy and teamwork in both fields. Off the clock, Mark also enjoys cycling on the road.

Mark and his wife, Marcia, hail from Ohio and both attended The Ohio State University. They made Texas their home and have celebrated over 40 years of happy marriage. They proudly raised two outstanding sons, both of whom are now married and have blessed them with three beautiful grandchildren.