About Mark
Mark is passionate about finding meaningful ways to positively impact the lives of his clients, especially amid the ever more automated world of bond trading. For him, it’s the personal touch that matters. And he finds it immensely satisfying to help clients create a long-term financial plan for their savings, and then identify the right bonds to execute it efficiently.
Mark works with both the firm’s wealth advisors and its clients to develop and implement comprehensive fixed income strategies. His duties include analyzing the fixed income portion of client portfolios and recommending customized bond purchases before performing those trades.
In addition, Mark serves as a resource for advisors and clients with questions about the firm’s approach to fixed income and bonds. Because of the firm’s tailored analysis of each client’s fixed income portfolio, he works hard to build long-lasting and rewarding relationships with colleagues and clients. Mark considers that the most fulfilling part of his day.
Mark and his wife, Stephanie, have three sons, Noah, Ryan, and Blake.
Education and Professional Milestones
-Washington University in St. Louis - bachelor’s degree
-University of Missouri-St. Louis - MBA
-Prior to Focus Partners Wealth, has also held roles as a municipal and corporate bond trader at Edward Jones and as a government and municipal bond trader at A.G. Edwards & Sons Inc., then Wachovia Securities (now Wells Fargo).
Mark is passionate about finding meaningful ways to positively impact the lives of his clients, especially amid the ever more automated world of bond trading. For him, it’s the personal touch that matters. And he finds it immensely satisfying to help clients create a long-term financial plan for their savings, and then identify the right bonds to execute it efficiently.
Mark works with both the firm’s wealth advisors and its clients to develop and implement comprehensive fixed income strategies. His duties include analyzing the fixed income portion of client portfolios and recommending customized bond purchases before performing those trades.
In addition, Mark serves as a resource for advisors and clients with questions about the firm’s approach to fixed income and bonds. Because of the firm’s tailored analysis of each client’s fixed income portfolio, he works hard to build long-lasting and rewarding relationships with colleagues and clients. Mark considers that the most fulfilling part of his day.
Mark and his wife, Stephanie, have three sons, Noah, Ryan, and Blake.
Education and Professional Milestones
-Washington University in St. Louis - bachelor’s degree
-University of Missouri-St. Louis - MBA
-Prior to Focus Partners Wealth, has also held roles as a municipal and corporate bond trader at Edward Jones and as a government and municipal bond trader at A.G. Edwards & Sons Inc., then Wachovia Securities (now Wells Fargo).