Mark is an investment consultant at Conrad Siegel, where he partners with clients to provide investment management and financial planning guidance tailored to their long-term goals. He also collaborates closely with internal teams to develop and deliver educational content that highlights Conrad Siegel’s services and solutions. Mark enjoys building strong relationships, simplifying complex financial topics, and helping clients make informed financial decisions with confidence.
Mark graduated from Lee University in 2018 with a Bachelor of Business Administration and earned his Master of Business Administration in 2020. Following graduation, he worked in the education field, teaching high school students subjects including personal finance, entrepreneurship, economics, and investing. Through those experiences, he discovered a passion for helping others build a strong financial foundation. After several years in the classroom, Mark transitioned into financial planning to more directly help individuals and families achieve their financial goals. He holds Series 7 and 66 licenses and is a CFP® professional.
Outside of work, Mark enjoys spending time with his wife and their two dogs. Together, they enjoy hiking, trying new restaurants, and spending time with family, who live nearby. In their downtime, they often take on DIY home projects and enjoy traveling whenever they have the opportunity.