As a Financial Advisor for the past 14 years, Mark has specialized in helping families and                                                                                                            business owners develop and achieve their financial goals.  He provides guidance on estate,                                                                                                              retirement, and financial issues.  Mark has helped hundreds of people work towards financial                                                                                                       security.  Mark has grown his practice almost exclusively through referrals from his satisfied clients.

Professional Specialties

• Comprehensive Financial Analysis
• Asset and Income Protection Strategies
• Investment consultation and portfolio management
• College Education Strategies
• Retirement Strategies
• Career Changing Stratgies
• Employee benefit analysis (401K, deferred comp, group medical plans)

Qualifications

• Member, National Association of Insurance and Financial Advisors (NAIFA)
• Series 7 and 66 registered
• Chartered financial consultant (ChFC) American College Bryn Mawr. PA
• Chartered life underwriter (CLU) American College Bryn Mawr. PA BA Hamline University, St. Paul MN
• Certification in Long-Term Care (CLTC) - Corporation for Long-Term Certification, Inc.

Personal

• Resides in New Brighton, Minnesota
• Enjoys spending time with 12 nieces and nephews
• Enjoys playing soccer, hockey, and golf