About My Practice
Mark has a bachelor's degree in Finance from BYU and an MBA with an emphasis in Individual Financial Planning. He has also completed post-graduate education at Duke University in Strategic Financial Management. He's registered as an Investment Advisor Representative and holds the CERTIFIED FINANCIAL PLANNER™ designation. He is a faculty member of UNLV and teaches courses in finance. Las Vegas Life magazine recently named Mark one of the Top Wealth Managers in Las Vegas.
Mark has over 20 years of experience in finance. He has worked in both corporate settings and in private practice. His clients represent a good cross--section of the community including professionals, families, retirees, business owners and seniors.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 66
Life insurance: UT, CA, AZ, NV, VA, Health/disability insurance: UT, CA, AZ, NV, VA, Fixed annuities: UT, CA, AZ, NV, VA, Variable annuities: UT, CA, AZ, NV, VA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - MBA, CLU
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.