About
Mark
Mark enjoys supporting the Portland office by preparing financial and tax plans, establishing and maintaining accounts, and performing a variety of other functions. He helps to provide clarity and sound advice to clients as they seek to achieve their short and long-term financial goals. Clients and teammates appreciate Mark’s attention to detail.
Mark chose a career in financial planning because he loves helping clients identify, prioritize, and achieve their monetary wants and wishes. Financial decisions are complex and impact almost every aspect of clients’ lives. Therefore, Mark finds it an honor and privilege to help them make decisions they are happy with. Mark’s ideal client relationship is long-term and built on professionalism, trust, openness, and friendship.
Prior to joining Focus Partners Wealth in 2024, Mark worked in the credit union and banking industry before transitioning to wealth management, tax preparation, and financial planning. He held positions at Central Willamette Credit Union, KeyBank, and Johnson Glaze & Co. Mark also helped found the affiliated practice JGC Wealth Management, LLC.
An Oregon native, Mark grew up in Portland and currently resides in Silverton with his wife, Amy. Between them they have six children, four grandchildren, two dogs, and two cats. They are active in their church and enjoy entertaining friends and family. Mark enjoys hiking, walking, and day trips to the beach or mountains. He likes playing pool and golf, both of which are fun and humbling at the same time!
Education and Professional Milestones
-Biola University - bachelor’s degree in sociology
-Completed his CFP® certification through the College for Financial Planning® - A Kaplan Company
Mark enjoys supporting the Portland office by preparing financial and tax plans, establishing and maintaining accounts, and performing a variety of other functions. He helps to provide clarity and sound advice to clients as they seek to achieve their short and long-term financial goals. Clients and teammates appreciate Mark’s attention to detail.
Mark chose a career in financial planning because he loves helping clients identify, prioritize, and achieve their monetary wants and wishes. Financial decisions are complex and impact almost every aspect of clients’ lives. Therefore, Mark finds it an honor and privilege to help them make decisions they are happy with. Mark’s ideal client relationship is long-term and built on professionalism, trust, openness, and friendship.
Prior to joining Focus Partners Wealth in 2024, Mark worked in the credit union and banking industry before transitioning to wealth management, tax preparation, and financial planning. He held positions at Central Willamette Credit Union, KeyBank, and Johnson Glaze & Co. Mark also helped found the affiliated practice JGC Wealth Management, LLC.
An Oregon native, Mark grew up in Portland and currently resides in Silverton with his wife, Amy. Between them they have six children, four grandchildren, two dogs, and two cats. They are active in their church and enjoy entertaining friends and family. Mark enjoys hiking, walking, and day trips to the beach or mountains. He likes playing pool and golf, both of which are fun and humbling at the same time!
Education and Professional Milestones
-Biola University - bachelor’s degree in sociology
-Completed his CFP® certification through the College for Financial Planning® - A Kaplan Company