Mark has always been passionate about finance and economics. His 5th grade science project compared a short-term stock trading strategy versus a buy and hold performance comparison. His father even wrote Warren Buffett a letter to tell him about it, and Mr. Buffett wrote back on his stationary that is made from recycled US currency!
Mark has a degree in Finance from Eastern Illinois University. He started his career in 2010 with a brief stint at a national life insurance firm, but shortly thereafter accepted a position as a financial planner with a local community bank.
In 2019, he decided it was time to move on and pursue his personal dream of operating under an independent structure. His goal was to work with a smaller group of clients more closely, reduce fees to a more equitable model, and attempt to eliminate all potential conflicts of interest between advisor and client.
Mark and his wife, Rebecca, are both originally from Collinsville but currently reside in O’Fallon, IL with their 3 children (Sawyer, Cecilia, and Bodie) and Jack Russell Terrier, Oliver.
To learn more about Mark and his background feel free to check out this blog post he wrote at the end of 2020: Ten Years as a Financial Advisor