Mark’s financial career began after he graduated in 1983. He landed a job at Morgan Stanley, where he held different positions throughout the years and eventually rose to Senior Vice President and Portfolio Management Director. During his time at Morgan Stanley, Mark was pivotal in guiding and educating his clients, including high-net-worth individuals, families, and business owners. He has maintained long-term relationships with many of them and continues to serve them to this day.
Mark has devoted his 41-year career to assisting his clients in effectively managing their wealth and making good financial decisions. Seeing his clients thrive and reach their goals gives him deep satisfaction. He considers it an honor to have such a significant impact on their lives. Mark’s professional objectives include assisting clients in growing their wealth, living the life they aspire to, and leaving a legacy for their families. His approach is tailored and comprehensive, encompassing retirement, estate, education planning, financial strategies, and asset and cash flow management.
He graduated from the University of Washington, studying finance and economics at the prestigious Michael G. Foster School of Business, and earning his Bachelor of Arts degree. He holds various licenses, including Series 3, 7, 63, 65, 66, Securities Industry Essentials® (SIE®), and life insurance licenses through LPL Financial.
A devoted family man, Mark cherishes spending quality time with his wife of 38 yrs, Candice, and their son, Nicholas, aged 31. Growing up in Everett, Washington, Mark now splits his time between Bellevue, Medford and La Quinta, living with his family and their affectionate red golden retrievers, Reagan and Whisky Jax. In his free time, Mark enjoys a variety of hobbies, such as golf, pickleball, boating, riding motorcycles, and guitar playing.
Mark’s passion for making a difference extends beyond his professional life, exemplified through his support and affiliation with the St. Mary’s School in Medford, Oregon.