Overview
Mark has been in the financial services industry for 25 years. Prior to joining CliftonLarsonAllen Wealth Advisors in March of 2011, Mark served as the Brokerage Manager of the John Hancock agency in Minneapolis for eight years with emphasis on advanced market insurance planning. Mark's adventures in the world of insurance have helped him develop relationships with insurance providers and brokers across the United States. Mark has had significant exposure to a wide variety of insurance products and services. He brings a consultative and fair approach in the review of and recommendations for our clients' insurance portfolios. He also plays an integral part in the training and education of our Wealth Advisors and Tax Professionals on a variety of insurance strategies.
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Securities are offered through ValMark Securities, Inc., member FINRA & SIPC - CliftonLarsonAllen Wealth Advisors, LLC is a separate entity from ValMark Securities, Inc. Information received by or sent from this system is subject to review by supervisory personnel, is retained, and may be produced to regulatory authorities or others with a legal right to the information. |
Education
BA- Communications, University of Wisconsin-Madison 1991