Sr. Financial Advisor
BA Business Economics, UC Santa Barbara
Mark’s primary duties include investment and relationship management of his clients. He has more than 34 years of investment experience. Most of his clients have been with him for decades.
Mark is a second generation native of Santa Barbara. After finishing UCSB in 1982, Mark began his financial services career in banking as well as the insurance industry, early on with Prudential Insurance. In 1986 he began his advisory career with Dean Witter and has spent the last 34 years as a financial advisor. He’s been involved with his daughters’ school theater programs and has coached both his daughters’ various sports teams. He loves the Dodgers, Lakers, and Rams. Mark plays drums and has played with several local rock bands. He enjoys music, is a lifelong golfer, and enjoys travel with his wife and daughters.