Mark joined the team in 2017 with a background in supervision and compliance, and is now a leader in investment operations and planning. Beyond his role of overseeing client account management, Mark contributes to the strategy, implementation, and monitoring of investment plans to ensure they stay on-track and remain compliant.
He received a Bachelor of Science in finance from the University of Arizona Eller College of Business and has earned the CERTIFIED FINANCIAL PLANNER™ certification to bolster his knowledge of financial planning in a fiduciary capacity.
Before joining the financial planning world, Mark worked nine seasons in Minor League Baseball as a professional umpire and still makes the rounds as an NCAA umpire whenever possible. Even after all those years on the road, crisscrossing 36 states, he still loves to travel in his free time.
As a native Phoenician, he takes full advantage of the incredible weather - hiking and spending time outdoors with his family as often as possible. Mark also has a passion for trying new restaurants, having never met a steakhouse he didn't like.