Mark is a 15-time Gold Pacesetter** and in 2015 was inducted in to the CFS Hall of Fame. He holds the position of Wealth Advisor.
Mark earned 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 has 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 and always makes the needs of our credit union members his very first 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."
Check the background of this investment professional on FINRA's BrokerCheck.