Mark is a partner of WCP Private Wealth Advisors. He entered the financial services industry in 1989 and joined WCP and Osaic Wealth, Inc, formerly Lincoln Financial Advisors, in 2001.
Focusing on business owners and other high net worth families, Mark helps his clients with business transition planning, improve cash flows, save taxes, as well as manage and protect their assets.
Mark is also a lifetime member of The Resource Group, an invitation-only, nationwide network of the top planners within Osaic Wealth, Inc, connected by a common link of membership, camaraderie and caliber. Since membership in The Resource Group (TRG) is by invitation only, it helps protect their reputation as having the best minds within the organization.
He is also an inaugural member of The Business Intelligence Institute, an Osaic Wealth, Inc initiative focusing on business succession strategies. BII is focused on serving the needs of closely-held business owners to help them grow, preserve, protect and transfer their life's work and much like TRG, its membership is by invitation only. Our mission is to use our holistic financial planning process, culture and intellectual capital to help our entrepreneurial clients make informed choices toward reaching their business and personal goals.
Mark is a past chairman of the board of Inclusion Matters by Shane's Inspiration, a non-profit focused on inclusive play and reducing bias toward children with disabilities. He has also served on various boards and committees for the YMCA and a Waldorf school and has coached many youth basketball teams. Mark and his wife, Karen, have two children and reside in Southern California.