First licensed in 1983, Mark has spent the last twenty years helping hundreds of families, in nineteen states, grow and preserve assets.
Knowing that most seniors’ biggest fear in retirement is running out of money, Mark’s approach is methodical and straight forward by maximizing guaranteed lifetime income and protecting assets from catastrophic nursing home expense.
Mark’s specialized planning has allowed his clients,all over the country, to achieve peace of mind in retirement.
He and his wife Patrice are both graduates of Pepperdine University. Being recent “empty nesters,” they now split their time between Arizona and California and spend much of their summers at their family home in Montana.