Mark is a 1986 graduate of Eastern Washington University with a degree in business administration and has spent over 20 years in the financial services industry. He is also a CERTIFIED FINANCIAL PLANNER™. Prior to joining our firm, Mark spent over 18 years with the Charles Schwab Corporation, including several years with Schwab’s U.S. Trust subsidiary where he worked with high-net-worth clients.
Mark contributes articles to the Merriman blog, and his writing also has been featured online at Morningstar and Advisor Perspectives.
Mark enjoys spending time with his wife as well as travel, reading, golf and enjoying the Pacific Northwest.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Content by Mark:
- Dangerous words: “It’s different this time.” posted on Jun 2012
- A little perspective posted on Jul 2011
- Revisiting the “outlandish” predictions of the late 1990s posted on Mar 2011
- Strategies for recovering from market downturns in retirement posted on Feb 2011
- Is rampant inflation an upcoming problem for the US? posted on Feb 2011
- MarketWatch: Why investors shouldn’t break with muni bonds posted on Jan 2011
- Recommended reading – NY Times: A Dying Banker’s Last Financial Instructions posted on Dec 2010
- Do I need bonds at age 30? posted on May 2010
- Inflation, politics, history and investments posted on Jun 2009