Mark is a financial planner specializing in working with young professionals farmers and business owners, but does work with clients in all different stages of their financial life. He has been serving clients in the Tri-City and Thumb area for just over 10 years.

Mark grew up on a family farm and continues to help manage the financial operations of his family’s business.  He understands that while technical knowledge is important in running a successful small business or farm; understanding the dynamics between family and partners is equally important.  He has unique experience aiding clients in transitioning out of the business while ensuring the family legacy is protected.

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Mark is also dedicated to helping young professionals.  He understands that the most important financial decisions people make are often made in their 20s and 30s.  He has the tools to be able to serve clients whether constantly on the go, juggling hectic schedules, or simply how to manage getting their first paycheck.  He believes young professionals need to be able to send their financial advisor a text or jump on a 10 minute video conference so there isn’t another item added to the to-do list.

Contact Mark today to get started on the right track!