Registered Representative, Branch Manager - LPL Financial
Mark has enjoyed sharing his expertise as a financial planner and helping his clients manage their wealth for more than 30 years. His goal has always been to provide access to comprehensive products and the very best customer service possible for the benefit of his clients.
His passion started in taxes and he later moved on to become an LPL Registered Representative and LPL branch manager, licensed in both Nevada and California. He holds his Series 7, 24, 63, and 65 registrations with LPL Financial. As an accountant and an LPL Registered Representative, Mark offers his clients the opportunity of managing their investments while also helping mitigate any tax consequences. This position affords Mark the opportunity to assist with comprehensive retirement planning and estate planning.
Mark received his Bachelor of Science degree in Accounting from California Polytechnical State University, graduating Cum Laude, and his Masters in Taxation degree from Golden Gate University.
Mark is a fifth-generation resident of Douglas County. He believes in giving back to the community and has served in many capacities, including the Douglas County Business Council, Family Support Council, Minden Rotary, Carson Valley Chamber of Commerce and Ducks Unlimited.
* CRPC conferred by College for Financial Planning