
Email Address
[email protected]Phone Number
(402) 437-1064About Me
Mark has worked in the investment industry since 2005. He began as an intern with the former SMITH HAYES in 2005 while still attending the University of Nebraska, and passed his licensing exam before his senior year. Originally from Omaha, he graduated from the university's College of Business Administration with a bachelor's degree in finance and emphasis in economics. He also holds the CERTIFIED FINANCIAL PLANNER™ certification. Mark works closely with foundations, company-sponsored retirement plans, institutions and individuals. He has been involved with Boy Scouts of America, Knights of Columbus and his fraternity. He is also active within his church and is an alum of Leadership Lincoln XXVII.
Certificates
CFP