Mark works with clients to design strategies that help to grow, manage and distribute wealth in all stages of life with emphasis on tax efficient distributions during retirement. He strives to implement the proper asset allocation strategy for each and every client. Mark graduated from Drury University with a degree in Business Administration.

Mark has earned the Accredited Asset Management Specialist (AAMS) certification and the Chartered Retirement Planning Counselor (CRPC) certification by meeting professional standards and passing comprehensive examinations from the College for Financial Planning. Active in the local community, Mark participates in many community events. Mark and his wife Lindsay live in Olivette, with their children Jacob and Henry.