“At heart, I am a people person and a problem solver. I truly enjoy working closely with my clients to help them achieve their goals and find the best solutions to their real-life problems. The work we do together can offer them both the confidence to live well now and in the years to come.”
JOIN DATE: 2008
Mark’s wealth management know-how is put to good use at Willow Creek as he works with clients to address their investment, tax-planning and estate-planning goals, so they can advance efficiently toward their financial aspirations. Mark also brings his fascination with portfolio design and financial planning processes into play as a member of our investment committee.
Mark’s prior experience includes positions as an investment officer with Exchange Bank’s Wealth Management division and as an institutional equity trader with Wells Fargo Securities in San Francisco. He earned his bachelor’s degree in accounting from Santa Clara University, and is a CERTIFIED FINANCIAL PLANNER™ professional as well as an Accredited Estate Planner®. Mark is a member of the Redwood Empire Estate Planning Council, the Financial Planning Association, and the National Association of Personal Financial Advisors.
ON A PERSONAL NOTE: Mark is a native of Santa Rosa and lives there with his family. He enjoys mountain biking, surfing, and coaching youth sports.
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