Mark is a Senior Director of Wealth Management at Choreo, specializing in financial planning, public and private investments, retirement planning, and guiding business owners through transitions. His extensive experience as a wealth advisor has shaped a time-tested approach to financial planning, helping clients navigate complex decisions with confidence. Mark is particularly passionate about working with entrepreneurs, helping them create a growing stream of income they cannot outlive.
Mark is also the author of “True Wealth: The GUIDE Process for Finding and Financing Your Ideal Life,” where he shares a step-by-step framework for creating a fulfilling and financially secure lifestyle. Beyond his work in wealth management, Mark serves on several boards, including the Community Foundation of the North State, the Boys and Girls Club of Greater Shasta, and Fall River Brewing Company. He is also a co-owner of Pipeline Craft Taps & Kitchen. In his free time, he enjoys skiing, hiking, biking, and spending time with his wife, their three children and six grandchildren.
PROFESSIONAL AFFILIATIONS & CREDENTIALS
EDUCATION