Mark brings two decades of experience in the wealth management industry helping individuals, families, real estate owners and business owners organize and manage their “financial house.” He is responsible for the oversight, building, and updating all standard sales processes across the different divisions and companies. His background as a college, Olympic, and professionally drafted baseball player helps him understand and promote the team dynamic.
Are You Ready to Evolve From a Tax Professional to a Family Office Director?
Direct your own Multi-Family Office. Satisfy your clients. Increase your revenue. Build enterprise value.