Mark began his career working for Intel Corporation as an Internal Accountant, and then joined Crum & Forster Insurance Company to work in the areas of underwriting, marketing, international captive insurance company formation, and securities distribution. He joined an internet start up in 1997 and was part of the team to take the company public in 1999. He held the positions of CFO and then CEO after the company went public. In 2005 he and his wife retired from the corporate world to launch their own financial advisory firm.
Mark has taught at the university level both in Brussels and in California in the areas of business management, finance, and international finance. He holds Life & Health, Property & Casualty, Securities, and Investment Adviser licenses.
Mark was introduced to MoneyTrax in 2007. He purchased the program the first day he saw it demonstrated and has been an avid user ever since. He attended several Basic Training Schools, the Mentor Program, and then the Mentor Alumni program attaining the status of Master Mentor.Mark has taught the MoneyTrax Basic Training Program, developed and taught the Spending Game Fundamentals and Advanced online course, and has assisted in several mentor programs.
As of January 1st, 2014, Mark joined the MoneyTrax leadership team assuming the role of CEO. Mark will be working closely with Don, Jeff and the entire team to develop and promote the MoneyTrax system, training, and marketing.
Both Mark and Beatrice are private pilots and enjoy flying small planes throughout the West. In addition, he and his wife are outdoor enthusiasts with a particular like for cycling. Mark competes in endurance mountain biking events and many ‘fun century rides’ and once even convinced his wife to ride from Seattle to Portland (200 miles) on their co-motion tandem bicycle in a single day!
Testimonials from Mark’s clients:
“We considered ourselves savvy investors but Mark opened our eyes to new investment ideas and opportunities. Mark built our trust and took the time to help us determine and reach our investment goals. We firmly believe that Mark’s help will have an enormous positive impact on our financial future.” – February 26, 2009 – Karen W, Davis CA
“We broke the rules when we engaged Mark. He has been a friend for over 20 years, and we have made it a rule not to hire friends for services. However, after spending some detailed time with Mark we decided both his enthusiasm for what he does and the pragmatism of his product offering were too compelling to pass up.
I am a professional Finance person, but found that Mark has product ideas and tools that will both diversify your portfolio and bring your investments into the world of tax-free returns. A critical strategy as our government continues to spend. I encourage you to break the rules with Mark.” – October 5, 2010 – John H. Hartford CT
“I am not one to write many recommendations, but in Mark’s case I am compelled to do so. I retained Mark to assist me in evaluating my current financial planning and retirement actions and to provide recommendations. His deep domain knowledge on the full spectrum of financial vehicles, which most stock-market centric advisors do not possess, is a huge advantage and unique benefit to any client that Mark works with. His follow-through in developing and providing client-specific detailed financial models that are user-friendly is a great value added asset of the interaction with Mark. He has assisted me on 3 separate transactions now and I could not be more satisfied. In addition, he came out to our company on more than one occasion to address our employees on helpful topics for their own financial management and planning needs- and he is an engaging and dynamic presenter in that setting. I know he and I will do more work together in the future.” – January 4, 2011 – Bill M, San Francisco CA