Applying a diverse skill set
Mark works closely with the firm’s Senior Advisors on all aspects of the client relationship. In his advisory role, Mark applies his multi-tasking and communication skills to in-depth financial planning analysis, estate plan summaries, income tax projections, portfolio monitoring, and more. Since starting his role at Grand Wealth, Mark has progressed to preparing financial plans while becoming more personally involved in direct client engagements.
Prepared for the role
Before joining Grand Wealth, Mark was a financial planner for a pair of affiliated Grand Rapids firms that offer financial planning and investment strategy support to financial advisors nationwide. These five years as a financial planning specialist prepared him perfectly for his role as a financial advisor at Grand Wealth Management.
“In my prior role, I put together customized financial plans for advisors nationwide,” says Mark. “Having seen what works and what doesn’t, I found Grand Wealth’s comprehensive approach very appealing. I wanted to be a part of it.”
A CERTIFIED FINANCIAL PLANNER™, Mark earned his bachelor of science in finance from Cornerstone University. He looks forward to pursuing a master’s degree in finance or business and developing areas of expertise we can add to our continuum of client care.
Demonstrating a passion for the work
At his core, Mark understands the trust and expertise necessary to help Grand Wealth’s clients in achieving their goals.
He is driven by his dedication to and enthusiasm for his role. “My success at Grand Wealth is directly tied to my passion for the work,” shares Mark. “I’m inspired by our clients’ trust and confidence. They know that we are here for them, and these positive relationships are evident in our interactions.”
Originally from Chicagoland, Mark and his wife consider Grand Rapids their home, where they are raising their young daughter and taking their dog Hank on walks in area parks. Mark’s personal interests include soccer and music. He played the cello in his youth, and he just may see if his daughter would like to do the same as she grows up.