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 saw mill 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 with Kingsview Asset Management. Mark also is a case manager for Trust-CFO providing advanced planning services to his clients. Mark now gets to bring 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, making frequent trips to Lake Tahoe, and finding any reason they can to take long weekend treks back down to San Diego. To add more excitement in the mix, Mark and Aarika will welcome their first child, Warren, into their lives in early 2018.