Mark views himself as a holistic financial planner and believes that long-term financial success begins with an inclusive, customized plan that is tailored to the client’s unique goals, time horizon, and risk tolerance. He enjoys working with people and investments, guiding clients, and listening to the stories they tell while helping them achieve their accomplishments.
Mark obtained his BS in Business Management and MBA from Quincy University. He initially grew up in the Effingham area and later moved back from St. Louis with his wife, Shelby. Mark looks forward to getting involved in the church and local community. When Mark is not working, he enjoys spending time with family, hiking, traveling, playing pickleball, and golfing.