Mark advises high net-worth individuals through the intricacies of wealth management, asset allocation and income creation strategies. His mission is to providing service to the highest calling and believes in serving the needs of his clients is a privilege and welcomes each opportunity with enthusiasm and gratitude. He strives for excellence in every interaction and the primary purpose of service to others will be reflected in his efforts, attitude, and values. He believes in the importance of a commitment to the highest standards of personal character and integrity.
Mark has 24 years’ experience as an investment advisory representative and registered reprehensive and a total of 40 years of experience in the financial services industry. Prior to joining Steward Partners Investment Solutions (formerly Umpqua Investments) in November 2013, Mark was with Home Federal Investment as an Assistant Vice President, Financial Consultant for 9 years in Bend, Oregon. Prior to Home Federal Investments, Mark was Vice President, and Western Region Lending Consultant with Wachovia Securitas in Portland, Oregon.
Mark is a pacific northwest native and avid outdoor enthusiast who enjoys camping, fishing, and skiing with his wife Margaret Braaksma. Mark and Margaret currently make their home in Prosser, Washington.
Mark graduated from Portland State University with a Bachelor of Science in Business Management and Marketing in 1991. He maintains his FINRA Series 7, 63, and 65 licenses as well as his insurance licenses and CRPC® designation.
