About Mark
Mark helps high-net-worth individuals and families with their retirement, cash flow, education, and financial planning needs. He is passionate about building long-term relationships and assisting clients reach their financial goals.
Mark joined Focus Partners Wealth in 2026, bringing expertise garnered from his work at Kovitz and TMD Wealth. Before joining the firm, he provided tax, estate, and financial planning services to ultra-high- net-worth families at a multi-family office.
Education and Professional Milestones
-Texas Tech University – bachelor’s degree in personal financial planning, graduating cum laude
Mark helps high-net-worth individuals and families with their retirement, cash flow, education, and financial planning needs. He is passionate about building long-term relationships and assisting clients reach their financial goals.
Mark joined Focus Partners Wealth in 2026, bringing expertise garnered from his work at Kovitz and TMD Wealth. Before joining the firm, he provided tax, estate, and financial planning services to ultra-high- net-worth families at a multi-family office.
Education and Professional Milestones
-Texas Tech University – bachelor’s degree in personal financial planning, graduating cum laude