“Success starts with a plan and is achieved with a disciplined approach to investing.”

Background and experience

Mark was born and raised in Richmond, VA and earned a Bachelor’s degree in Finance from Virginia Commonwealth University. He began his career with Merrill Lynch in 1997 before joining Wells Fargo Advisors in 2001. Ensuring that his clients’ assets continue to work in support of their goals is not a singular event, it is a process. As Mark’s clients’ circumstances change and as markets and economies change, so too must the investment strategies he uses to help his clients stay on course towards meeting their objectives. Mark can work closely with them to create a plan and investment strategies targeted to their specific goals. He also works together with his clients’ tax advisors and attorneys regarding tax law changes and estate plan issues to help preserve and protect their wealth.

Mark is also a Fundamental Choice Portfolio Manager. Fundamental Choice is a discretionary advisory portfolio management program designed for investors who prefer a portfolio manager who can make investment decisions on their behalf and provide a high level of service.

Away from the office

In Mark’s spare time he spends as much time as he can with his family. He is married to his high school sweetheart Angie and has two amazing daughters, Taylor and Allison. Mark also enjoys cycling, trail running and seeing live music. He is also honored to spend time supporting causes such as the Cystic Fibrosis Foundation and Feed More.

The Fundamental Choice program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

Wells Fargo Advisors is not a legal or tax advisors. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals. 

“An investment in knowledge pays the best interest.”

Benjamin Franklin

Background and experience

In 2002, I caught the travel bug. I got the chance to visit a friend in China while Beijing was preparing for the Olympics. It was eye opening to see firsthand what this ancient culture was capable of. From there, my passion for travel has taken me to over 25 countries across Europe, the Americas and Asia. Along the way, I learned how cultures and economic opportunities around the world are truly different. These experiences taught me the value of thinking globally.

I use those lessons as a Financial Advisor. My mission is to provide sound planning to investors, and build long-term relationships based on mutual trust. Planning is not a single event, it is a process. As your circumstances change, so must the strategies I use to stay on course toward meeting your goals. I will also work with your tax and legal advisors and bring in other professionals as needed.

I have worked in the financial services industry since 2007 with Wachovia/Wells Fargo Bank, before joining Wells Fargo Advisors in 2011. I hold a Bachelor's degree from the University of Richmond. I have earned the Certified Financial Planner™ (CFP^®) certification by meeting rigorous professional standards and passing a comprehensive examination from the CFP^® Board. I am also a Fundamental Choice Portfolio Manager. Fundamental Choice is a discretionary advisory portfolio management program designed for investors who prefer a portfolio manager who can make investment decisions on their behalf and provide a high level of service.

Away from the office

Outside of work, I enjoy spending time with family and friends, international travel, food, outdoor activities and stand-up comedy.

The Fundamental Choice program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

“The four most expensive words in the English language are, ‘This time it’s different’.”

           -Sir John Templeton

Background and experience

Prior to beginning his career in the financial services industry, Patrick worked within the intelligence community of the United States Navy. He was stationed down in Virginia Beach before fully entering the Reserves at the end of 2014. In 2019, he joined Wells Fargo Advisors after having previously worked as a Financial Advisor for Merrill Lynch. Patrick also holds a Bachelor’s degree from Liberty University.

Patrick’s mission is predicated on providing every client with targeted, comprehensive financial advice and portfolio strategies – delivered with the highest level of personal service and professional integrity. These strategies are based on the belief; focusing on what personally motivates someone’s financial success is essential to shaping the appropriate planning approach.

Away from the office

His passions outside of finance include destination golf trips, boating on the James River with his family and friends, and Atlanta Braves baseball.