Born and raised in Moline, Illinois, Mark grew up around family, friends and neighbors who prized honesty and integrity – small town values that distinguish his financial planning services today. With over three decades of wealth management experience, Mark has earned the designations of CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Estate Planner, Enrolled Agent and is also a Registered Investment Advisor. He combines financial planning expertise with a genuine interest in his clients’ well-being. Because he is so warm and approachable, visiting Mark’s office is an enjoyable experience. He’ll take the time to get to know you and your concerns; you can talk to him about anything. It’s this kind of caring and personal touch that sets Mark and his team apart from other advisors, and allows you to create a custom wealth management strategy designed to address your specific needs and goals. Married to Minka in 2010, they share their home with Mark’s two children, Nathan (19) and Marin (17) and their son Logan (5).