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Mark manages investments for high net worth individuals as a Director of Investment Management at First National Bank Wealth Management. He understands the nature of financial planning and is proud to serve as a guiding influence to his clients, helping them to achieve their goals.
Mark’s experience in financial planning is over 20 years deep. Previous roles include a position as Senior Portfolio Manager, managing investments for high net-worth individuals and families throughout the U.S. and Europe. He has also assisted large foundations and endowments.
Mark holds a Bachelor of Arts in Economics as well as a Master of Business Administration, both from the University of Nebraska – Omaha.
Sports take top priority for Mark outside the office, with mountain biking being one of his favorite activities to do with his family. He also enjoys water sports and supporting local athletic teams. Mark is also a past board member of the New Cassel Foundation, providing housing and shelter to aging individuals.
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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