Mark is a Certified Financial Planner (CFP) and a Registered Investment Advisor Associate with the state of Minnesota. Mark started his career in 1982 with Waddell & Reed. Mark joined MTI in 1991.
In addition to extensive financial planning experience, with emphasis on retirement and estate planning, Mark has held corporate marketing and management positions.
Mark works closely with individuals and small corporations addressing their financial needs as well as conducting educational workshops and seminars for corporations and various public and private organizations.
Mark received his Masters of Business Administration degree from the University of Minnesota in 1978. He obtained his Certified Financial Planner (CFP) designation in 1986.