Mark is a CERTIFIED FINANCIAL PLANNER™ professional. His passion is helping clients successfully navigate life’s challenges while pursuing the goals they have established. He and his wife and daughter live in Montevideo.
Valuing community organizations, Mark is involved actively in the programs committee of the Minnesota chapter of the Financial Planning Association and is a board member of Chippewa County Montevideo Hospital, a member of the Chippewa County Volunteer Caregiver Program, and treasurer of Montevideo Area Community Foundation.
Mark appreciates the unique opportunities that each client brings to the financial planning and investment management process. Previously having worked several years in medical settings, counseling patients and their families struggling with health issues, he understands the importance of establishing clear, attainable goals and a systemic process for achieving them.
He and his family appreciate traveling, biking, tennis, skiing, running, and golf.