Mark is a Certified Private Wealth Advisor® professional focused on delivering the latest, most advanced knowledge and techniques to address the sophisticated planning needs of high-net-worth clients. Partnering with UBS specialists, and client tax and legal professionals, Mark delivers solutions on tax and estate planning, asset protection, charitable giving, retirement income, and generational wealth transitions. Additionally, he works with executives on strategies for stock option plans and concentrated stock positions, as well as closely held business owners on strategies for succession and exit planning.
Mark has over 7 years of experience in the investment management industry; beginning his career at Capital Group | American Funds, the world's largest active mutual fund manager. His primary responsibilities were to raise capital for their investment strategies, and act as a valued consultant to financial advisors. He later joined Principal as Director of Retirement Services where he specialized in corporate retirement plans for both large companies and small business owners.
Mark earned his CPWA® designation through the Yale School of Management, and graduated from the University of Texas, earning his degree in Corporate Communications along with the Texas Business Foundations Certificate through the McCombs School of Business. Highlights from Mark’s college years include serving the University community as a member of the Texas Cowboys; mentoring Austin area middle schoolers through Longhorn Leaders; and playing Offensive Line for the Texas Longhorns when they won the Fiesta Bowl, a Big XII Championship, and competed for the National Championship.
A 5th generation Austinite, Mark is proud to serve the community where he was born and raised. Mark and his wife, Anne, have three children, Rachel, Ryan, and Reagan. Outside of spending time with his family, his passions include UT football, travel, hunting, fly fishing, tennis, and being active in the mountains any time of year. He is a passionate fan of the Austin food scene, and keeps up with all the new restaurants in our vibrant city.
Registered States:
AL, CA, CO, DC, LA, MO, NH, NY, TX, VA