Mark has been “providing sound financial solutions that build and preserve wealth”℠ for his clients for over 30 years. He has a unique historical market perspective developed from researching over 100 years of daily market activity and from many years of personal investing (he selected and purchased his first stocks at the age of 12). Mark uses this wealth of knowledge and wisdom to help clients navigate the ever increasingly complicated and volatile world of personal finance.
Mark serves as a coach, financial mentor and strategist to his clients and believes this unique relationship allows his select group of successful clients the confidence to make life changing financial and lifestyle decisions. His clients are typically successful professionals, retirees, those near retirement, and high and ultra-high net worth individuals.
Mark’s areas of focus are proactive asset management, retirement planning and comprehensive wealth management. Central to his philosophy of managing portfolios is to constantly and consistently evaluate the current level of risk versus reward in the marketplace. He then attempts to decrease portfolio risk when market risk is high and increase portfolio risk when market risk is low. This conservative tactical strategy has successfully decreased market risk and provided clients with a reasonable rate of return through both up and down markets.
Mark is President and Chief Financial Officer of Financial Design & Management, Inc., an SEC Registered Investment Adviser. Mark is also a founding member of the G5 Financial Group where his leadership is invaluable; he serves as one of the groups’s managing principals and regularly shares his knowledge and expertise for developing and implementing portfolio strategies with group members.
Sharing his expertise with others, Mark has conducted seminars and workshops at Colorado State University, Front Range Community College, and for corporations and nonprofit organizations. Mark serves his local community by volunteering his time on the boards of nonprofit organizations in varying capacities and pays it forward through donations to worthwhile local, regional, national and international non-profit organizations.
In his leisure time, Mark follows the stock market, enjoys traveling, running, downhill skiing, hiking, coaching competitive soccer, sailing, photography and especially spending time with his family. Longtime residents of Fort Collins, Mark and his wife of many years, Donna, have two daughters.
Mark is registered to offer securities through Gĕneos Wealth Management, Inc., member FINRA/SIPC. Advisory services offered through Financial Design & Management, Inc., an SEC Registered Investment Advisor.
Designations: Certified Financial Planner™ (1987), Investment Advisory Representative, Registered Principal and Registered Representative.
Emphasis: Portfolio management, pre and post retirement planning/income distribution strategies and comprehensive wealth management.
Education: Bachelor of Science magna cum laude (with great honor) from the University of Wisconsin-Madison and a Master’s Degree of Science from Colorado State University.
Years of financial industry experience: More than 30.
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