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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 has grown up and lived up and down the Southern California coast. Mark followed in his father’s footsteps, graduating from California State University, Fullerton on the Dean’s Honors List and as a member of the Golden Key International Honor Society.

After graduating 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 maintains a passion to understand and empower others to live their best life. Mark believes that with focus, diligence and doing “the work” over time, clients can work towards their financial objectives. Mark’s professional commitment to provide comprehensive financial coaching and leadership to each of his clients pushes him to design strategies that seek to help his clients ultimately make their most important financial goals become a reality.

Mark lives on the west side of Los Angeles and enjoys spending time with his wife, Michelle, and 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