Mark’s career has been entirely in the financial services industry. Prior to joining Capital Street in 1998, he worked at a bank, mutual fund company, two trust companies and an insurance company.
By joining Capital Street, he was able to apply his industry knowledge to help individuals plan for financially secure retirements. He embraced the Capital Street service model of independent, financial planning-based advice, centered on the needs of his clients.
Mark enjoys applying his expertise to help supervise and train colleagues. He has extensive experience designing and installing retirement plans for small businesses. He also consults with clients and their legal and accounting professionals for tax, estate, and legacy planning.
Mark is a lifelong resident of the Twin Cities who lives in Saint Paul with his wife, Diane. They have two grown children. They enjoy spending time together with several community-based volunteer activities.
Registered representative offering securities through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA insurance license # 0644976), member FINRA/SIPC. Investment advisor representative offering advisory services through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA insurance license #4155259.
Cetera Wealth Services, LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.