Licenses held: Series 7, 63, 66
Mark relishes the opportunity to help our clients manage their financial goals through detailed financial planning and investment analysis. Prior to joining KAC, he worked as an analyst for Goldman Sachs, where he advised institutional clients on their private equity portfolios. He also worked as a medical device sales consultant. Mark was exposed early in life to finance, thanks to lessons his father taught him about saving and investing. His interest in the topic continued to grow in high school and college, where he narrowed his career focus to investment management. Mark enjoys advising clients and helping them find solutions that fit their individual needs.
Mark graduated magna cum laude from Brigham Young University with a Bachelor of Science in Finance, and a minor in Spanish. He enjoys being outdoors, hiking and playing sports, traveling, and following Major League Baseball. Additionally, he loves spending time with his wife, Emeline.