Mark holds true to the belief that the investment process begins with getting to know a client and their objectives. Together he and his clients create a formal plan to set guidelines and expectations for their financial future. Each step is important to ensure objectives and expectations are met.
In addition to the resources at Baird, Mark offers his clients over 25 years of industry expertise. Mark joined Baird in 2012 as Branch Manager and founder of the Portland, ME office. He joined the Dallas/Ft. Worth offices in February of 2015. His goal is to offer exceptional service to a select group of families by getting to get to know them and their financial needs.
Mark and his wife, Christina, along with their three children Ava, Sophia, and Lucas, reside in Southlake, TX. Mark is an advocate for Dallas Afterschool and the Fort Worth Sportsmen’s Club. In his free time, Mark enjoys playing golf and fishing with his kids.