Mark holds a Bachelor of Science degree in Finance and International Business from the University of Colorado and has been a licensed financial advisor since 1998.
He spent several years traveling and living abroad in different countries. Through his experiences, he brings an ability to understand people from a variety of backgrounds. Mark is a top producer and also makes the needs of our credit union members his top priority.
Mark specializes in developing, implementing and monitoring a holistic financial plan that encompasses all areas of your life, especially with regard to retirement. He also specializes in state retirement options, including Florida's Deferred Retirement Options Program, or "DROP."
Mark is licensed to provide financial advice to Florida and Georgia residents, as well as residents of the following states: CO FL GA MD NH NC PA SC TN TX and VA. He is also licensed to sell life insurance in Florida. Check the background of this investment professional on FINRA's BrokerCheck.