Mark has been in the financial services industry since 2008, serving in various capacities from corporate consulting for Wells Fargo Wholesale Bank, where he advised institutional clients with respect to electronic and e-commerce payments and risk management, to providing investment advice to business executives, individuals and families. Mark works diligently to deliver his diverse clients timely and unbiased financial advice.
Mark’s primary expertise is on advising business executives, individuals, and families on how to build, manage, preserve, and transfer wealth. His investment management approach focuses on asset and liability analysis and the evaluation of risk. Mark partners with clients in order to evaluate their current financial situation and to understand their detailed goals, time horizon, and tolerance for price volatility, in order to develop a customized goals-based financial program, with a disciplined focus on risk management and a macro-economic overlay.
Graduating from the University of Kansas with a Bachelor’s Degree in Economics and 14 years as a classical pianist helps to define Mark. Mark is a proud father, dog lover, and lives in south Denver. He personally enjoys spending time with family and friends, the outdoors, traveling, cooking, golf, skiing, theater, and reading.
FInancial Planning AssociateCFA
David has a passion for helping to improve peoples’ financial lives and advising clients on their financial futures.
Prior to joining WealthSource, David was a Workplace Planning Consultant with Fidelity Investments. He worked with 401(k) participants and helped hundreds of clients define their key retirement goals and explore appropriate strategies to reach them. His focus was primarily on savings, income, and cash flow management in the years leading up to retirement.
Previously, David was a Financial Advisor with Bank of the West, with clients throughout Northern Colorado. He specialized primarily in income planning through strategies involving investing and annuity solutions to help generate steady retirement income.
David graduated from Colorado State University, earning a degree in Business Administration with a concentration in Finance. He is a Chartered Financial Analyst® (CFA®) Charterholder and member of CFA® Society Colorado. Outside of the office, David enjoys playing golf and following Denver sports. He lives in Parker, CO with his wife and their two dogs.