Mark is a Wealth Manager, working directly with clients to develop and coordinate the financial, investment, tax and estate aspects of their plan. He brings with him extensive client relations experience in banking and in charitable giving. With Creative Planning, Mark combines his experience with the firm’s asset and financial management to provide objective and comprehensive wealth management solutions.
Mark graduated with a Bachelor of Science degree in Interdivisional Studies (Math/Business/Chemistry/Psychology) from Regis University in Denver and obtained his law degree from the University of Kansas. He also obtained a graduate degree in banking from the Stonier Graduate School of Banking at Rutgers University in New Jersey.
Mark is licensed to practice law in Kansas and is a member of the Kansas Bar Association and the National Lawyers Association. He also received the CERTIFIED FINANCIAL PLANNERTM designation.
Mark has served as a hospice volunteer and on the board of numerous charitable organizations including the United Way of Johnson County. He is presently a volunteer for Project TurnAround and Christmas in October. He and his wife Abby, a former CPA, are blessed with two sons, Daniel and Luke.