Mark spent his early childhood in Minnesota before his family moved to a small town in the Sierra Nevada Mountains of Northern California. 

Having a very entrepreneurial father, Mark finished out grade school and high school working for his dad’s company in the custom lumber and sawmill industry. When the housing market took its toll on the family business, he then went on to live in San Diego during which time he completed a Bachelor of Arts in economics from San Diego State University and began his career in wealth management in La Jolla, California. Mark enjoyed finding innovative solutions to clients’ complex problems, and his desire to work with the entrepreneurial minded helped him to thrive as a financial advisor.

As Mark honed his skills as an advisor and planner, he looked for a platform that would better pair with his desire to work with clients needing advanced planning and specialized fixes. He found his spot back in Northern California in early 2017 when he joined Kingsview Partners and teamed up with TRUST-CFO, working on advanced planning strategies for high-net-worth and ultra-high-net-worth California entrepreneurs. Seeing a need for expanding his reach beyond California, Mark chose to shift his focus away from TRUST-CFO and expand his scope nationally. Mark now spends all his time bringing his clients a wide array of investment, risk management, and exemption planning tools and strategies to build their wealth the way a business savvy entrepreneur would.

Between 2018 and 2020, Mark transitioned his office and recording studio to be 100% virtual. In January of 2020, Mark and his co-host Josh Saunders rebranded and relaunched the Wealth Preservation Podcast: an entrepreneur-based, long forum podcast interviewing entrepreneurs on their childhood, influences, advice, and lessons they learned the hard way. This allowed for, not only an expansion of his influence geographically, but also gave him the freedom to move his wife, Aarika, and their two boys, Warren and Bodi, to Knoxville, Tennessee. 

When Mark is not working with his clients, you can find him recording a new podcast episode or exploring the Great Smoky Mountains. He and his wife, Aarika, also love searching for new eateries/breweries, making frequent trips to Lake Tahoe, or any place with enough outside space to let their active boys run out their energy.

Contact Us

Have A Question?

Our team is ready to answer any questions you may have.
First Name(Required)