Mark has been helping individuals, families, and businesses navigate their financial journeys since 2016. Born and raised in Bellevue, WA, Mark brings a deep understanding of the community he serves. A proud Husky, he graduated from the University of Washington in 2004 and remains active in the UW community.
Mark’s expertise spans business planning, estate planning, retirement strategies, tax-efficient planning, and insurance solutions, including Life, Disability, and Long-Term Care. He holds his Series 7 and 66 licenses, along with a Washington State Life and Disability Insurance license, equipping him to craft tailored solutions for his clients’ financial goals.
Beyond the office, Mark is a dedicated father of three who finds joy coaching youth sports, exploring the vibrant local music scene, and traveling to new destinations. His personal and professional passions align to deliver financial clarity and confidence to those he works with.