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    Cal State Fullerton Alumni

    Deans Honor Lists & International Honor Society member

    Volunteers at Venice Church & Habitat for Humanity

    Co-owner of a publicly-traded small business

    Enjoys backpacking, fishing & skiing

    Will video conference with clients to make it easier

    Get to Know Mark

    Mark maintains a passion to understand and empower others to take ownership of their financial life. He partners with his clients to realize their goals, creates personalized plans, and provides investing guidance. Mark provides advice that is understandable, relevant, and actionable in an effort to coach his clients towards making their most important financial goals a reality.

    Mark grew up in Sothern California graduating from California State University, Fullerton with his Bachelors in Fine Art. Following his entrepreneurial spirit, Mark started his own business designing and manufacturing consumer goods. In 2008, Mark exercised his exit strategy and sold the publicly traded portion of the business. Through his experience of building a business from the ground up, Mark knows the importance of having a solid financial plan. This facilitated a smooth transition into the financial services field and his current career path.

    Mark lives on the west side of Los Angeles and enjoys spending time with his wife, Michelle, and going on adventures with their two children Vonn and Ava. Mark volunteers at his church, in local community projects, and with Habitat for Humanity. He also enjoys time communing with nature backpacking, fishing, skiing, and creating various artistic projects.

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    Meet Mark’s Team
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    Experience the Trilogy Difference

    We believe that real Life Planning is progress, not perfection.

    Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.

    Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.

    Call Us To Get Started. (844) 356-4934