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Mark joined First Investments & Planning in 2010 and serves as an Advisor. His primary role is assisting clients in all aspects of financial planning, investments, and insurance needs in effort to help them achieve their financial goals.
Mark has been in the financial services industry since 2002 with previous roles at Carson Wealth Management, UBS Financial Services and Pacific Life Insurance Company.
He holds the Series 7, 63 and 66 securities registrations as well as Life and Annuity Insurance Licenses in the State of Nebraska. Mark has a degree in Business Administration with an emphasis in Finance and Management from Northwestern College.
Mark and his wife Amy live in Omaha with their two daughters Ella and Lanie. When not advising clients, Mark enjoys coaching his daughters' sports teams and spending time with his family. He’s passionate about his community, and can be found volunteering at church or serving as a coach and Board Member with Millard United Athletics.
First National Bank of Omaha
2625 S 175th St
Omaha, NE 68130
First National Bank of Omaha
5812 S 144th St
Omaha NE, 68137
My passion as an Advisor is bringing happiness, success and peace of mind to clients leading up to and during their retirement years.
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Raymond James financial advisors may only conduct business with residents of the states and/ or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. First National Bank and First Investments & Planning are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James Corporate Privacy Notice may be accessed here.
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Investment products are:
NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE