Mark has over 29 years of experience in the financial services industry with his focus being on strategic business development.
Mark is a CERTIFIED FINANCIAL PLANNER™ professional who specializes in holistic planning for his clients including budgeting, taxes, insurance, retirement, college savings, liability management, and estate planning.
He received a bachelor’s degree from the University of Wisconsin-Madison. He is a Capital Partner on the RiverFront Investment Group, LLC Advisory Board and serves on the Board of Directors for the Waukesha County Community Dental Clinic and the Courage to Commit Leadership Council for St. Marcus Lutheran School. Additionally, he is an Instructor for the University of Wisconsin- Milwaukee’s School of Business.
Mark, and his wife, Sally, live on Milwaukee’s Upper East Side with their blended family of four children. With a deep appreciation for the value of a child's education, Mark and his wife are supporters of Beyond Uganda, St. Roberts Catholic School, and St. Marcus Lutheran School. In his spare time, Mark is an “Amateur Chef” for various non-profit organizations’ annual fundraising events and a Cheese Ambassador for Roth Kase Cheese Factory in Monroe, WI.