Focus
Mark provides comprehensive investment planning and portfolio management services to individuals/families and small/mid-sized organizations.

Background and experience
Mark helps clients address their financial concerns and develop strategies by focusing on each individual’s specific needs.  He dedicates his career to delivering personalized investment planning services by using his extensive experience throughout major shifts in the financial markets.

Mark graduated Magna Cum Laude in Industrial and Systems Engineering from Auburn University.  After a brief career in supply-chain consulting, he refocused his engineering discipline and made the transition to the investment world.  Mark worked as a research analyst for an institutional hedge fund, but ultimately realized his calling as a financial advisor, where he combines his passion for investing and helping people meet their financial goals.

In order to continue his education and further his expertise, Mark attained the CERTIFIED FINANCIAL PLANNER^TM certification by completing the required course work and rigorous examination.  He pursued the CFP^® program to better understand and provide solutions for his clients’ complex planning needs.  To maintain this certification, Mark adheres to ongoing stringent professional standards as well as required continuing educational requirements.

Away from the office
Mark enjoys spending his free time with his wife, Kyong, and their two children, Sofia and Luke.  A creature of habit, Mark lives within 5 miles of where he grew up in South Huntsville.  Outside of spending time with his family, Mark enjoys fishing, hiking, and Auburn football.