Mark has over 25 years of experience in the financial industry, and has worked with investments, insurance and mortgages as well as income tax preparation and comprehensive financial planning.

His writing work includes insurance and securities training manuals and educational articles for several financial websites, such as and He has also worked as a stockbroker in the full-service, discount and banking arenas as well as serving as a financial counselor for the U.S. military.

He currently works as a retirement planner for government employees and also helps high net worth clients to avoid taxation on the sale of highly appreciated assets.

Mark has a Bachelor of Science in English from the University of Kansas and earned his CFP® designation from the Bloch School of Business at the University of Missouri-Kansas City in August of 2001.

In his spare time, Mark enjoys reading, church activities, watching sports and cooking.

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