Mark works with individuals and families on their long-term goals through investment management, retirement planning, and tax-efficient wealth strategies. As an Associate Wealth Advisor, he is passionate about helping clients navigate complex financial decisions with clarity and confidence.

Mark earned his degree in Personal Financial Planning from Texas Tech University and began his career at Ameriprise Financial, where he supported advisors and clients throughout the financial planning process. A Houston native, Mark enjoys spending time with family and friends, visiting national parks, attending sporting events, and exploring the city’s diverse food scene.

• B.S. in Personal Financial Planning, Texas Tech University
• Currently pursuing CERTIFIED FINANCIAL PLANNER® (CFP®) certification