Mark grew up in the Central Valley. He got his bachelor’s degree at Brigham Young University Hawaii and while there developed a love for surfing and the ocean. After college He traded the valley for the coast and moved to Santa Cruz in 2018, because there are no waves in the central valley.
Mark started his career in Financial Planning at Edward Jones and is now the newest member of our team. While at Edward Jones he learned the language of finance and how to develop deep relationships with clients and help them reach their financial goals.
Mark is excited to take his career to new heights and be part of a team that has decades of experience and puts the client first in all that they do.
Mark is Series 7 and Series 66 certified and last March earned his CFP® certification. Mark is passionate about financial planning and is happy to say that he found his life calling. He is constantly learning and studying to make sure he has the knowledge and understanding to serve his clients.
Mark is married to his best friend, and they have a four-year-old son and 1 year old daughter. If Mark is not serving his clients, learning about finance, spending time with his wife, or playing with his kids he is surfing all the world-class waves the Monterey Bay coastline has to offer.