"I love to help clients plan for their financial future. My passion is to help clients understand as we work together."

Education:

Mark graduated with Honors from the University of Northern Iowa with a BA in Economics in 1991. In 1993, he graduated with High Honors from the University of Northern Iowa with a BA in Social Science Teaching. Mark earned a Masters of Science in Financial Services in 2009 from the Institute of Business & Finance. 
 

Experience: 

With over 20 years of experience, Mark is available to assist you with a multitude of products and services. In addition, he’ll act as your liaison to LSB Wealth Management's team of industry professionals - saving you valuable time trying to determine who to contact when you have special needs. 
 

Credentials:

  • CERTIFIED FINANCIAL PLANNER™ Professional  
  • Master of Science in Financial Services Institute of Business & Finance in La Jolla, CA
  • Life Underwriter Training Council Fellow (LUTCF)
  • Series 7 General Securities Representative
  • Series 63 Uniform Securities Agent State Law
  • Life and Health Insurance License
  • Series 7 and 63 securities registrations held through LPL Financial

Personal Life:

Mark and his wife Stephanie live in Cedar Falls. They have two daughters: Cat and Dani; and two dogs: Snickers and Ollie.

Get in touch!

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, LA, MD, MI, MN, MO, MS, NE, NJ, NY, OH, OR, PA, SD, TN, TX, VA, WI, WY.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Lincoln Savings Bank and LSB Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using LSB Wealth Management, and may also be employees of Lincoln Savings Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Lincoln Savings Bank or LSB Wealth Management. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value
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