2 months ago
Market Update | January 2023
A year ago, markets were coming off one of the...
Financial Advisor,
Relationship Manager
Mark joined CAPTRUST in 2022 from Frontier Wealth Management and serves as a financial advisor and relationship manager. He has more than 30 years of experience in the employee benefits and retirement plan industry.
Mark has served in retirement plan consulting and plan administration at both Silverstone and Milliman, Inc., and was on the retirement plan services team at Karstens Investment Counsel, Inc., for over 10 years.
He holds a Bachelor of Science degree in business administration with specialization in accounting from the University of Nebraska at Omaha. Mark has also earned the Accredited Investment Fiduciary Analyst (AIFA®) designation from the Center for Fiduciary Studies and continues to receive formal training in investment fiduciary responsibility.
Mark and his wife, Julie, live in Arlington, Nebraska.
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