Mark earned a Bachelor of Science Degree in Personal Financial Planning from Utah Valley University. While completing his education, he worked at Fidelity Investments and after graduating he moved to New York City where he did Financial Planning and Investment Analysis for advisors at New York Life. Mark takes a holistic approach to financial planning which includes cash flow analysis, wealth management, retirement planning, education funding, and insurance planning. Mark is a Certified Financial Planner® certification and is always looking to further his knowledge in subjects of financial planning.
Mark enjoys spending time with his wife and son. Some of their favorite activities include traveling and exploring new places, being outdoors, and trying new places to eat together. He is also an active participant in his church.
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There are many pieces to a financial plan. The question is, do you have the ones you need?