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Mark is a Financial Advisor with First Investments & Planning, specializing in financial planning and investment services for the North Platte area. His pride for the region and its people is evident in all that he does, particularly in his service to customers. He works closely with individuals, businesses, and foundations to meet their financial goals by developing, implementing and monitoring investment plans which support their long-term goals and risk tolerance.
Mark joined First Investments & Planning in 2019, following 14 years of building client relationships in the wealth management field. He holds Series 7, 9/10, and 66 registrations.
Mark has always been motivated to make a difference in the community and invests much of his time helping people. Sharing Nebraska's natural resources is just one of the ways he gives back to the community he loves. Mark enjoys having wounded warriors, local National Guard members, and children accompany him on duck hunting excursions. He is the past chairman of North Platte Ducks Unlimited and has served on the boards of the Chamber of Commerce, North Platte Outdoor Expo and Maranatha Bible Camp Foundation. He currently serves on the board of the Salvation Army.
When it comes to Mark’s bucket list, he has just two things left to accomplish...hunting ducks in flooded Arkansas timber and shooting wild boars from a helicopter in Texas. Still, it is the everyday moments that mean the most to him: playing golf with his wife; and watching the sunrise over his own duck pond runs a close second. Mark and his wife, Jo enjoy spending time with their daughter, son-in-law, three granddaughters and two dogs. Mark’s previous Black Labrador, Skip the Wonder Dog, retrieved 5,212 ducks in eleven seasons and Skippy was his once in a lifetime hunting dog!
201 Dewey, PO Box 10
North Platte, NE 69103
I want to be my client’s go to guy for input as we navigate their financial future together.
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Investment products are:
NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE