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Mark joined First Investments & Planning in 2010. His primary role is assisting clients in all aspects of financial planning, investments, and insurance needs in effort to help them achieve their financial goals.
Mark has been in the financial services industry since 2002 with previous roles at Carson Wealth Management, UBS Financial Services and Pacific Life Insurance Company.
He holds the Series 7, 63 & 66 securities registrations as well as Life and Annuity Insurance Licenses in the State of Nebraska. Mark has a degree in Business Administration with an emphasis in Finance and Management from Northwestern College.
Mark and his wife Amy live in Omaha with their two daughters Ella and Lanie. When not advising clients, Mark enjoys coaching his daughters’ sports teams and spending time with his family. He’s passionate about his community, and can be found volunteering at church or serving as a coach and Board Member with Millard United Athletics.
2625 S 175th St
Omaha, NE 68130
5812 S 144th St
Omaha NE, 68137
My passion as an Advisor is bringing happiness, success and peace of mind to clients leading up to and during their retirement years.