Partner | Wealth Manager
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 working as a financial advisor for Northwestern Mutual in La Jolla. 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 TRUST-CFO and assisted in integrating complex tax and estate planning in with wealth and investment management. Identifying the need for correctly integrating advanced investment strategies with trust administration and complex estate planning gave Mark the vision to eventually separate from TRUST-CFO. Mark now spends all his time bringing his clients a wide array of investment, risk management, and exemption planning tools and strategies.
When Mark is not working with his clients, you can find him and his wife, Aarika,hiking local trails, searching for new eateries/breweries, making frequent trips to Lake Tahoe, and finding any reason they can to take long weekend treks back down to San Diego. Mark and Aarika have one child, Warren, who was born in early 2018 and keeps their home life exciting!