As a Private Wealth Financial Advisor with over 25 years of experience, Mark has built his practice around providing guidance to successful individuals, affluent families, and private foundations. Through a long-term investment approach, Mark and his team help high-net-worth clients develop and implement strategies to support their financial and lifelong goals.

Both Mark and his strategic partners take a multi-generational approach to wealth management, serving client families for decades to help ensure short-term, long-term, and legacy considerations are addressed, planned for, and adjusted over time as needed. And most importantly, he will work side-by-side with you through any life changes or major events that require a rethinking of the plans put in place.

Mark believes successful relationships are built on trust established by taking the time to develop a deep understanding of every client’s highest priorities. It’s more than just managing money. It’s about being a dependable resource for whatever his clients need in a timely manner. His goal is to coordinate, consolidate, and simplify clients’ lives to help enable them to focus on what is most important to them and their families.

Background and Experience

Mark is a Managing Director – Investments and has over 25 years of experience working with high-net-worth individuals and families. Mark analyzes every aspect of his clients’ financial lives. This includes assets, liabilities and cash flow, current insurance coverage, and investment and tax strategies. With a precise understanding of a client’s current financial situation and having defined their objectives, he is then able to construct and implement a custom-tailored portfolio specific to their needs.
Mark has been recognized as a member of the Wells Fargo Advisors Platinum Council. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of education components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.  Prior to joining Wells Fargo Advisors in 2005, Mark was a Senior Vice President for Smith Barney. Mark holds a Bachelor of Science degree in Business Finance from Loyola Marymount University.

Away from the Office

Mark’s involvement in the local community includes being an active member in St. Max Church. He lives in Westlake Village, loves to spend time with his family, and caring for his elderly parents. Mark is an active outdoors man and loves to spend time on the water.

California Insurance License Number: 0C64252. Resident State CA

With 12 years of experience in financial services, James is dedicated to helping successful individuals, business owners, and affluent families meet their financial needs by developing investment plans around their long-term goals and risk tolerance.

It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies James and his team use to help keep you on course toward your objectives. We’ll continue to work together through the years to keep your investment strategies aligned with your goals and needs and work side-by-side with you through any life changes or major events that require a rethinking of plans put in place.

The last thing you need in your busy life is a complex web of financial relationships. As a Wells Fargo Advisors client, you’ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact, James and his team. James believes successful relationships are built on trust established by taking the time to understanding every client’s highest priorities and being a dependable resource for his clients. It’s a distinct advantage of working with one of the world’s premier financial institutions. In helping you address your financial needs beyond investing, James and his team can provide access to Wells Fargo banking, lending affiliates and strategic partners to coordinate, consolidate, and simplify clients’ lives to help enable them to focus on what is most important to them and their families.

James holds a Bachelor’s Degree in Political Science from Arizona State University and a Master’s degree in Finance from California Lutheran University. He lives in Thousand Oaks with his wife Wendy and their two children, Amelia and Tommy and two dogs, Bentley and Midnight. Outside the office he enjoys spending quality time with his family and friends and enjoying the beautiful surroundings Southern California has to offer.

California Insurance License Number: 0K97741. Resident State CA

David joined Wells Fargo Advisors in 2013 and is the Vandeburgt Private Wealth Management Group of Wells Fargo Advisors’ Senior Client Associate, managing the team’s daily operational needs. To help clients plan for a financial future that best meets their goals, he provides strategic and financial analysis that includes performance reporting, asset allocation and product research. He focuses on reviewing investment strategies and structuring changes that align with the client’s objective. In his role, he also offers support for sales and trades.

Prior to joining the industry, David graduated from San Diego State University with a Bachelor’s degree in Finance and proudly holds his Chartered Financial Analyst (CFA) designation.  Outside the office he enjoys spending time with his wife and two daughters.

California Insurance License Number: 0G54966. Resident State CA