Trusted advisor with long-term vision.
As Assistant Vice President, LPL Financial Advisor, Mark is passionate about developing strong partnerships with clients in order to understand their financial situation and objectives. He supports the creation of comprehensive road maps to help his clients work toward their goals. Mark strives to protect clients’ wellbeing, ultimately providing solutions with the goal of a seamless transition of wealth. With an extensive background in both sales and operations, Mark translates his knowledge into exceptional customer service coupled with a heightened sense of urgency to client requests. He recognizes that keeping open lines of communication with clients is paramount in the ever-changing financial and regulatory environments. Mark’s familiarity with trusts, powers of attorney, transfers on death and advisory accounts enables him to help clients prepare for the unexpected and work towards becoming well-positioned for the future.
- Began career in financial services in 2001 and joined Johnson Financial Group Financial Advisors in 2018
- Bachelor of Science from Clemson University, Certification in Liberal Arts and fluency in Spanish from the University of Madrid
- Selected to participate in leadership development course at the University of Oxford’s SAID Business School, England and Ho Chi Minh, Vietnam
- Series, 7, 66, 24 and 53 securities registrations with LPL Financial
*Neither LPL Financial, nor its registered representatives, offer tax or legal advice. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Johnson Financial Group and Johnson Financial Group Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Johnson Financial Group Financial Advisors, and may also be employees of Johnson Financial Group. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Johnson Financial Group and Johnson Financial Group Financial Advisors. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by FDIC or Any Other Government Agency
|Not Bank Guaranteed
|Not Bank Deposits or Obligations
|May Lose Value
Ask Me About
- Maximize your investment's potential while managing risk
- Plan for education expenses
- Retirement and Financial Planning
- Enjoys giving back to his community in a variety of facets
- Volunteer at the Racine Zoo