Mark began his career in the financial services industry in 2016 and joined The LaGrange Team in 2021. Mark is committed to building strong relationships with clients while providing streamlined services to simplify the management of financial affairs. While he handles all aspects of their account administration, Mark works with each of our families in an effort to determine the appropriate solutions to help facilitate their short and long term financial goals based upon their risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with the recommendation. Mark holds the Chartered Retirement Planning Counselor™, CRPC™ and the Accredited Asset Management Specialist™, AAMS™ designations.
Mark lives in Mission, TX, and enjoys playing golf.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
