Co-Chief Investment Strategist
Mark graduated from Creighton University’s College of Business Administration with a BSBA in Finance and Economics in 1993. Mark has been with Carson Wealth since August 1998 and has his Certified Financial Planner™ certification. Prior to becoming a wealth advisor in 2005, Mark was a Team Leader at Carson Wealth, overseeing the areas of client marketing, portfolio updates, trading and research. Mark is a member of the Financial Planning Association (FPA) and Investment Management Consultants Association (IMCA). He is also a volunteer for the Nebraska Gold Association.
Mark and his wife, Jill, have been married since August 2003. They have two wonderful children, Lauren and Jack. Mark’s passions include spending time with his family and friends, playing golf, Creighton University and his church.
Getting to know Mark
Favorite food: Pizza
Best piece of financial advice received: Don’t be greedy
Favorite quote: “It is not the critic who counts; not the man who points out how the strong man stumbles, or where the doer of deeds could have done them better. The credit belongs to the man who is actually in the arena, whose face is marred by dust and sweat and blood; who strives valiantly; who errs, who comes short again and again, because there is no effort without error and shortcoming; but who does actually strive to do the deeds; who knows great enthusiasms, the great devotions; who spends himself in a worthy cause; who at the best knows in the end the triumph of high achievement, and who at the worst, if he fails, at least fails while daring greatly, so that his place shall never be with those cold and timid souls who neither know victory nor defeat.” ― Theodore Roosevelt (This quote hangs in his office at work and home)
If Mark could meet anyone, past or present, it would be: Abraham Lincoln
Favorite book: Harvey Penick’s Little Red Book
Favorite movie: The Godfather
What motivates Mark: His family
Favorite holiday: Christmas
Something on Mark’s bucket list: To golf the Old Course in Scotland
Place Mark would most like to visit: Australia