Mark has worked in the financial services industry since 1996. He graduated from Augsburg University in Minneapolis, Minnesota. Recently, he earned the firm’s internal, professional designation of Accredited Wealth Manager through an education program sponsored by RBC Wealth Management and Michigan State University. By attaining the AWM designation, Mark has demonstrated advanced knowledge of the firm’s wealth management process, concentrating in the areas of business and retirement planning, insurance solutions, charitable giving, advanced investment strategies and trust and estate planning services.
Mark recommends a strategic buy-and-hold asset allocation strategy that is a broadly diversified portfolio of stocks, bonds, cash and alternative investments. In addition, he closely monitors market and economic events to identify short-term investment opportunities. Mark adds tactical managers or funds as appropriate to help take advantage of the market upside, yet still help provide some protection on the market downside.
Mark lives in Lake Elmo, Minnesota, in the heart of the St. Croix Valley, with his wife, Angie, and he has two adult children. His family enjoys the outdoors together—swimming, biking and fishing. For the past five years Mark has been an active member and supporter of Ducks Unlimited – Stillwater Chapter. He also spends time volunteering for Courage Center St. Croix and Camp Courage in Maple Lake, Minnesota.
