Mark is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Kingdom Advisor (CKA®). Mark also holds the following FINRA securities registrations: Registered Representative (Series 7) and Investment Advisor Representative (Series 66).

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Mark is passionate about helping his clients manage their money with confidence and peace of mind as he helps them live out what is most important to them and their families.

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He considers his professional practice his God-given calling and has completed the Jesus Christ’s CEOs® Bible Institute course, which equips business owners to view their business as a platform for God’s unrestricted use to bless others and build His Kingdom. Mark formally consecrated his company to the Lord in 2019.

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In 2023, Mark celebrated 10 years of professional practice as an independent financial advisor.

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Mark received his Bachelor of Science degrees in Mechanical and Petroleum Engineering from Louisiana State University and his Personal Financial Planning certification from UC Irvine. Additionally, Mark met the rigorous educational and practical requirements to earn the CFP® and CKA® certifications.

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Mark lives in beautiful southern Orange County, California, and enjoys spending time with his wife, Jullie, their four children and three grandchildren, and dog, Bella. He is an avid runner, swimmer, and all-around health enthusiast.