Mark’s Story:
Mark has been in the financial services industry since 2009. Before that, he spent 21 years in the telecommunications industry, the majority of which was at AT&T. Originally from northeastern New Jersey, Mark moved to Colorado in 1997. In his spare time, he volunteers as the President of the Golden High School Baseball Boosters, enjoys skiing, hiking, and spending time with his wife and three kids. Mark is an avid bird enthusiast, loves the outdoors, and for vacation, you might find him near an ocean with his family.
Professional Experience & Qualifications:
Mark brings a wealth of experience to the financial services industry, having transitioned from a successful career in telecommunications. His professional background and qualifications include:
- In the financial services industry since 2009
- Certified Plan Fiduciary Advisor (CPFA)
- Member, National Association of Plan Advisors (NAPA)
- Member, West Metro Chamber of Commerce
- Member, Evergreen Chamber of Commerce
- Finance Committee Member since 2018, Evergreen Area Chamber of Commerce
- Board Member, Applewood Business Association
- 21 years in the telecommunications industry, primarily with AT&T
- Bachelor’s Degree in Computer Science with a minor in Mathematics, University of Dayton
Specialties:
- Comprehensive financial planning and goal-based strategy
- Behavioral coaching to support disciplined, long-term decision-making
- Client education and guidance across all stages of the financial journey
- Tax-aware investment and portfolio management
- Retirement plan consulting and corporate 401(k) guidance
Fun Fact:
Mark has experienced some of Canada’s most remote landscapes, from watching a bald eagle catch a fish while camping on Vancouver Island to traveling by seaplane for a week of fishing in Western Ontario.
