“I believe that the key to building a successful financial journey starts with understanding my client’s vision of the future, and together with regular communication, the latest technology, and awareness of market trends, forging a powerful and personalized financial strategy. I’m very passionate about the idea that by planning for tomorrow, we can clear the path of obstacles like stress and impulsive decisions, and focus today on the dream of life, liberty, and the pursuit of happiness.
My own experience with financial planning, as well as the financial journeys of my family and closest friends over the last decade, motivated me to become a Financial Advisor in 2011. Recognizing the strength in presenting a team approach to strategic planning, I quickly joined the practice of Chris Urness the next year. Prior to becoming an Advisor, I had an extensive leadership career in training teams that were designing solutions around business technology services. As it was then, my best skill continues to be taking complex concepts and educating others using meaningful, common sense methods. It is my purpose to understand all the detail and translate; I will help cut through the noise for you, and avoid frustrations with all the news and social opinions of today’s sometimes convoluted markets.”
Mark is originally from Southeast Texas, and met his wife Alexis, an educator, in San Antonio. Together they have five children. Mark has no free time, but occasionally enjoys reading, live theater, online gaming, cooking, grilling & BBQ, watching science fiction shows and movies, listening to classic rock and metal music, and being a proud Dad while supporting his children’s various activities.
Mark also serves on the Board of Directors for Valley Youth Theatre, an award-winning theatre company dedicated to helping young people achieve their full potential through meaningful engagement, education, and excellence in the performing arts.
Holds FINRA Series 7, 63 & 65 registrations through LPL Financial.