Mobile Phone: 262-470-8929
Mark has been serving clients in the financial services industry since 1998, spending time in both the bank environment and the independent brokerage environment. He believes in a comprehensive approach to financial planning where it's not just about investment programs, but fitting that program into a detailed "road map" for clients to pursue their financial goals. Mark's greatest joy in his work is helping people to navigate their way through complex financial issues to help create their financial futures.
He grew up in Brookfield, graduating from Brookfield Central High School and then earning a degree from the University of Wisconsin, at Whitewater. With his wife Lori, he lives in Mukwonago along with their two children, Caleb age 21 and Abby age 19.
He is very involved in his community, serving on the Elder Board of Fox River Christian Church for the last 12 years, and more recently becoming a board member for the Mukwonago YMCA.
In addition to being an avid sports fan, backing all teams Wisconsin, he also enjoys travel, reading, exercising, hiking and biking. His goal after having completed various triathlons all over Wisconsin is to complete an Ironman Triathlon by the time he is 50 years old.
Waddell & Reed is not affiliated with any organizations listed herein.