Mark is both a Wealth Advisor and a Qualified Plan Advisor, and he founded and serves as President of the Kansas City Exit Planning Chapter. He has assembled a team of industry professionals dedicated to advising clients on business exit strategies. Our investment in these relationships is designed to provide added value to our clients. With over two decades of experience in the financial services industry, Mark continues to expand his expertise and network with leading industry thought leaders.

Mark graduated from Bishop Miege High School and Kansas State University. He furthered his education with a FINRA Series 66, Series 7 securities registrations as well as the CEPA® designation.

Outside of work, Mark spends time with his wife Cristie and 3 left-handed daughters Audrey, Lily and Sydney. Mark is currently on his third team as a City Councilman in Bonner Springs, KS, as well as serving on several community committees. If he is not working you can find him fishing, watching sports or doing anything outdoors with his girls.

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