Our financial advisor in Denver, CO has made a personal commitment to help clients solve their toughest financial challenges and realize their greatest ambitions. Our goal is the same as yours: To help guide you to a place of financial clarity and confidence, so that you can focus on the things that really matter. We are honored to serve Colorado and deliver investment management and retirement income planning services to local families.
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.
Independent Wealth Advisor
Supported by our national team of financial, investment, research, and technology professionals all dedicated to our clients’ success.
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.
The Denver WealthSource team is dedicated to helping you rise to the challenges and opportunities you face, today and tomorrow.
Turn the money you have saved into a lifestyle you want. Our team can help you navigate around inflation, taxes, market fluctuations, and other obstacles that stand in the way of the retirement you deserve.
Our Estate Planning strategies are designed to help you minimize the tax burden and protect your wealth for future generations. We work with your attorney to implement your estate plan from start to finish.
We offer customized financial solutions that combine objective advice, deep research, and an execution system that can reduce your expenses and taxes.
All investing involves the risk of loss and nothing herein should be construed as a guarantee of any specific outcome or profit. WealthSource Partners, LLC is not a law firm and does not provide legal advice. You should consult with your legal and tax advisors to determine how any estate planning or tax planning strategies will apply to your individual situation.
Join Chief Investment Officer of WealthSource, Chris Shea, as he takes a look at the April 2022 Markets. Check back each month to learn more! ...05.24.2022
Join Chief Investment Officer of WealthSource, Chris Shea, as he takes a look at the March 2022 Markets. Check back each month to learn more! ...04.18.2022