Mark joined Merrill in 1996 and is a Senior Financial Advisor. He possesses a wealth of experience in helping plan sponsors design effective retirement plans and establish sound financial strategies. He is well versed in business retirement and employee benefits plans, working closely with both plan stewards and participants to help achieve objective based outcomes. Separate from his work in retirement plans, Mark is also a Portfolio Advisor managing the personal wealth of business owners, individuals, retires and families. A graduate of Cal State San Bernardino with a bachelor’s degree in public accounting, Mark spent a decade as a Controller and Administrator. He holds a Chartered Retirement Planning Counselor™ designation, Chartered Retirement Plans Specialist™ designation and Certified Plan Fiduciary Advisor® designation.
He resides in Apple Valley, CA, where he is an avid golfer and hiker, works with his wife Shelly as a volunteer Wish Grantor for Make-A-Wish.| I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community. him to provide well rounded educated recommendations. Mark resides in Apple Valley, California, where he enjoys golfing and hiking. He works alongside his wife, Shelley, who volunteers as a Wish Granter for Make-A-Wish. Committed to the deep-rooted Merrill tradition of community involvement, Mark actively seeks opportunities to volunteer with various organizations in his area. Additionally, he serves as an effective mentor to many of his peers, consistently looking for ways to uplift and support his community.

^{*A Portfolio Advisor, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch Wealth Management or approved third- party investment managers’ strategies, funds or portfolios.}