Mark began his career as a trusted advisor in 1984 and holds with LPL the Financial Series 7 and 63 registrations from the Financial Industry Regulatory Authority (FINRA). Mark is also General Securities licensed and is an Investment Advisor Representative with LPL Financial. Separately, he is also licensed in Life and Health Insurance in Oregon. Prior to joining Future Planning Systems, Mark began his career at Dean Witter, Reynolds in 1984 and spent 23 years as a Financial Advisor for US Bancorp.
Mark listens to and works closely with each client to understand their most closely held values and then develops, implements, and monitors their customized plan to help pursue the client’s most important goals, for the reasons that are important to them.
Mark serves in the position of Secretary/Treasurer on the Board of Directors of the United States Tennis Association, Pacific Northwest Section, and is a member of the Financial Planning Association (FPA), Mid-Oregon Chapter. Mark enjoys spending time with his family and pets, playing tennis, hiking, biking, playing the drums, and travel.