My Experience and Practice
MY EXPERIENCE
Since 1994, Mark has built and implemented custom wealth management strategies by concentrating on long-term planning and clients' financial goals.
Mark has a unique combination of experiences, including playing professional tennis and working as a sports agent for International Management Group (IMG), where he started the German client tennis division. These experiences have helped Mark develop numerous relationships with athletes, celebrities, and high-net-worth clients.
Mark earned a Bachelor of Science in Agricultural Economics from the University of Missouri. Mark is also fluent in German and French. All business correspondence will be completed in English.
MY PRACTICE
I strive to:
- Create custom, comprehensive wealth management plans tailored to your specific goals
- Offer quality guidance for multigenerational planning
- Establish and maintain highly personalized relationships
- Deliver high-caliber service and support
- Utilize Stifel's extensive range of resources to your advantage
- Minimize or eliminate tax liability
- Answer your questions in a manner you can easily understand
Stifel does not provide tax advice. You should consult with your tax advisor regarding your particular situation.