Mark has nearly 40 years of experience in wealth management and the financial services industry. Previously, Mark worked with several team members of WPA at prior firms.

In his role Mark is responsible for developing and identifying opportunities to expand WPA’s market reach and increase its revenue streams.

Before joining WPA, Mark spent fifteen years with Wells Fargo Advisors Financial Network (FiNet) where he was a Regional Director assisting advisors with transitioning to independence. Prior to that, he held the position of Director of Practice Management responsible for the professional development and coaching of the independent advisors across the entire country. His experience also includes working as a Complex Branch Manager for a number of firms in the Dallas market; Southwest Securities, Prudential Securities, and Wachovia Securities. 

Mark earned his B.B.A.in Finance and Economics from Stephen F. Austin University, launching his career in financial services shortly after at E.F. Hutton in Dallas. In his tenure there, he worked as a financial advisor serving individuals and families for several years. 

A longtime member of Highland Park Methodist Church (HPUMC), Mark and his wife Carol are active in teaching Sunday School and leading small groups at the church.

Mark’s favorite things to enjoy in Dallas:

• Spending time with his two sons and their wives along with their five grandkids in the Park Cities
• Fly fishing for trout on the White River any chance he gets