Mark has worked in Financial Services since 2016. Born and raised in Bellevue, WA and a graduate from the University of Washington in 2004, Mark's mission is to help individuals, families, and businesses achieve their financial goals through business planning, estate planning, retirement planning, tax planning and insurance (Life, Disability, Long Term Care).
Not only does Mark serve his clients, but as a member of the Optometry/Ophthalmology Resource Team, which serves as a resource for local Optometrists and Ophthalmologists.
Mark has successfully passed his Series 7 and 66 exams and holds his Washington State Life and Disability Insurance license. He graduated from the University of Washington with a Bachelor’s degree in Political Communications. Mark remains active in the UW community through his involvement in the University of Washington Alumni Association.
As a father of three, Mark enjoys a number of different activities including coaching youth sports, attending local concerts, and traveling.