Mark is a Wealth Management Advisor with the Private Advisor Group, focused on proactively helping a select private client group achieve their goals by formulating and delivering customized financial strategies. With a specialization in comprehensive wealth strategies; we create customized approaches to wealth accumulation, tax advantage growth, preservation and distribution of wealth, along with legacy transference.
Our team achieves this with a comprehensive portfolio analysis, dynamic risk management philosophy, active management and open communication of the plan. Mark’s expertise and positive can do attitude allows him to remove the one size fits all approach and reverts back to the school of thought that believes that the individual is the focus and that their needs are unique and reflective of them, their family and their business.
Access to my exclusive team of professionals.
- Wealth Management Advisor
- Board Certified CPAs and Attorneys specializing in businesses and estate planning
- Premier Mortgage Lender
- Insurance Specialist
EDUCATION & EXPERIENCE:
Mark has worked in the financial services industry since 1997 with firms such as OLDE Corporation along with JPMorgan Chase & CO.
Rice University Certified Financial Planning Program, 2004.
Cannon Financial Planning Program, 2001.
Texas A&M University, Bachelor of Business Administration, Finance; 1996.
PROFESSIONAL CERTIFICATIONS, ASSOCIATIONS & AWARDS:
FINRA Series 7, B-52 Bonds, Series 63, Series 65. Life, Health and Variable Annuities Insurance License; Texas and California.
JPMorgan Chase and Chase Investment Services: South Texas Top Producer, Goal Achiever, Star Achiever, Wealth Management Platinum Club, President’s Club, Award of Excellence Oppenheimer Municipal Fund Advisory Council; Lincoln President’s Club; Allstate Elite Advisors High Professional Standards; GE Financial Pinnacle Club – Commitment to Clients; MFS President’s Council; Intown Chamber of Commerce; Knights of Columbus