Mark has spent the last nine years as a senior financial advisor with the wealth management firm, RS Crum Inc. based out of Newport Beach. He provides financial planning solutions to high net worth and high income individuals. Prior to joining RS Crum, Mark spent six years as a financial consultant in the Private Client Group at Merrill Lynch.
Mark holds the designation of Certified Financial Planner®. He is a graduate of the University of Arizona with a Bachelor of Science degree in business administration.
Mark is a past President of the Board of Directors of the Financial Planning Association (FPA) in Orange County. He is also a member of the National Association of Personal Financial Advisors (NAPFA). Mark regularly volunteers his time with a number of non-profits, including Junior Achievement, Working Wardrobes, and Advisors in Philanthropy, among others.