Wealth Advisor, CFP® ADPA®
Mark is a 1986 graduate of Eastern Washington University with a degree in business administration and has spent over 25 years in the financial services industry. He is also a CERTIFIED FINANCIAL PLANNER™. Prior to joining our firm, Mark spent over eighteen 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.
In his free time, Mark enjoys spending time with family and friends, traveling, reading, gardening, and following Big Sky football. He also serves as a member of the Board of Trustees at Cornish College of the Arts.
Listen to Mark talk about working with Merriman and his insights on some challenges that every investor faces.
Recently, our Research Team of Dennis Tilley, Rafael Villagran, and Alex Golubev got together with Financial Advisor Mark Metcalf to discuss our TrendWise Investment Program. Many of the program's details were covered, including the...
Every day, financial news sites and channels provide a steady stream of conflicting opinions and predictions that often leave investors feeling confused, frustrated, and paralyzed. Don’t believe me? Please allow me to elaborate. In addition to reading a wide range of...
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. CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.