As a member of the Vantage Point Wealth Management Team, Mark has been helping individuals, families and businesses reach their short and long-term goals. With nearly 25 years in the industry, his experience has helped him improve the lives of his ever-growing client base.
Mark’s specialties include; investment portfolio design, retirement income planning, business benefits such as 401(K), Simple IRAs, Buy/Sell funding strategies, and key employee retention strategies.
He believes that experience, education and integrity are the foundation to bring excellence to his client’s needs. Mark adds that “My favorite people to work with are clients who appreciate honesty and my down-to-earth approach to solving their financial concerns.”
Mark received his Bachelor of Science Degree from University of Wisconsin Stout. He grew up in grew up in Golden Valley, MN, and currently lives in Prior Lake with his daughter Paige. In his spare time Mark enjoys the outdoors and attending Paige’s sporting events.