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.
Are you interested in learning more about Medicare options? Read Below to speak with a Licensed Insurance Agent, CLICK HERE.
Navigating Medicare
As a consumer, it’s important to know the basics about Medicare. However, we realize it can be confusing to determine which plan will work best for you – so that’s why Medicare BackOffice® is here to help.
What is Medicare?
Medicare is health insurance for people age 65 or older, under age 65 with certain disabilities and people of any age with end-stage renal disease. Below, we will explain the four parts of Medicare — Part A, Part B, Part C and Part D.
It’s important that you understand the different components of Medicare and carefully weigh your choices. Why? Because your decision will impact many things, from what you pay and which benefits are available to you, to which doctors you can see and the quality of care you receive.
You Have Several Options, Depending on Where You Live. You Can:
– Elect Original Medicare
– Elect Original Medicare and add drug coverage with a Medicare Part D prescription drug plan
– Substitute a private Medicare Advantage plan for Original Medicare
– Substitute a private Medicare Advantage plan that also includes Medicare Part D prescription drug coverage in place of Original Medicare (resulting in an “MA-PD” plan)
– Elect Original Medicare, add a Medicare Supplement insurance plan to pay for any gaps in coverage and add drug coverage with a Medicare Part D prescription drug plan
We understand deciding on a Medicare health plan is one of the most important decisions you’ll make in retirement. We’re here to help.
Investment advisory services offered through Kingsview Wealth Management, LLC (“KWM”), an SEC Registered Investment Adviser. Insurance products and services are offered and sold through Kingsview Trust and Insurance Services (“KTI”), by individually licensed and appointed insurance agents. KWM and KTI are subsidiaries of Kingsview Partners.
Medicare Backoffice pays a one-time referral fee to KWM of $200 if you select a Medicare Supplement plan and $100 if you select a Medicare Advantage plan. This referral fee will be shared between KWM and your advisor.
This material has been prepared by Medicare Backoffice. It is not, and should not, be regarded as investment advice or as a recommendation regarding any particular course of action. The information herein is general in nature and does not address individual situations and should not be construed or viewed as any typed of individual or group recommendation. Be sure to first consult with a qualified financial adviser, tax professional, and/or legal counsel before implementing any strategies discussed.