Senior Wealth Manager
Mark enjoys helping families navigate their financial lives by designing strategies to help them create, protect, preserve, and distribute their wealth.
Prior to joining Riley Wealth Advisors, Mark ran his own firm (Compass Wealth Planning). Prior to starting Compass Wealth, Mark served as a Wealth Manager at a boutique wealth management firm and for a fortune 100 company based in San Antonio. Mark provided comprehensive advice to USAA’s high net worth clientele for most of his career. It is with this experience that Mark draws on his extensive knowledge in advising clients on retirement and estate planning advice, investment analysis, and risk management.
Mark is born and raised in Arizona and enjoys reading, playing sports, and spend time with friends and family.