Financial Advice that Makes the Complex Simple.

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About Mark

As a Wealth Advisor, Mark serves as a wealth management resource to business owners and executives, assisting them in making proactive, personal financial decisions.

Mark graduated from Creighton University’s College of Business Administration with a BSBA in Finance and Economics in 1993. Mark has been with Carson Wealth since August 1998 and has his Certified Financial Planner™ certification. Prior to becoming a wealth advisor in 2005, Mark was a Team Leader at Carson Wealth, overseeing the areas of client marketing, portfolio updates, trading and research. Mark is a member of the Financial Planning Association (FPA) and Investment Management Consultants Association (IMCA). He is also a volunteer for the Nebraska Golf Association.

Mark and his wife, Jill, have been married since August 2003. They have two wonderful children, Lauren and Jack. Mark’s passions include spending time with his family and friends, playing golf, Creighton University and his church.

Read a blog post by Mark here

Mark is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera Advisor Networks or its registered representatives.

Place Mark would most like to visit:

Australia

Favorite food:

Pizza

Best piece of financial advice received:

Don’t be greedy

If Mark could meet anyone, past or present, it would be:

Abraham Lincoln

Favorite book:

Harvey Penick’s Little Red Book

Favorite movie:

The Godfather

What motivates Mark:

His family

Favorite Holiday:

Christmas

Something on Mark’s bucket list:

To golf the Old Course in Scotland

Favorite quote:

“It is not the critic who counts; not the man who points out how the strong man stumbles, or where the doer of deeds could have done them better. The credit belongs to the man who is actually in the arena, whose face is marred by dust and sweat and blood; who strives valiantly; who errs, who comes short again and again, because there is no effort without error and shortcoming; but who does actually strive to do the deeds; who knows great enthusiasms, the great devotions; who spends himself in a worthy cause; who at the best knows in the end the triumph of high achievement, and who at the worst, if he fails, at least fails while daring greatly, so that his place shall never be with those cold and timid souls who neither know victory nor defeat.” ― Theodore Roosevelt (This quote hangs in his office at work and home)