Mark lives to share the best news, and in retirement, that’s the kind of news everyone wants to have. That’s why he applies his expertise to thorough strategic planning for his clients to ensure their golden years are punctuated with all the good they’ve envisioned.
A 20-year veteran of the financial industry and former business owner, Mark’s experience spans banking, budgeting, insurance, investments, and debt management. Passionate about taking the financials fears out of retirement, Mark was attracted to Golden Reserve’s differentiated approach to retirement planning and comprehensive services that help clients avoid to common stumbling blocks in retirement.
Mark is graduate of Biola University and a Chartered Retirement Planning Counselor. He and his wife Lynn have four children and a Bichon Frisé named Daisy.