4 weeks ago
Income Tax Planning and 529 Plans
The income tax benefits offered by 529 plans make these...
Financial Advisor,
Relationship Manager
Mark joined CAPTRUST in 2022 from Frontier Wealth Management and serves as a financial advisor and relationship manager. He works closely with ultra-high-net-worth clients to provide a customized wealth management strategy that addresses the unique needs of each client. Mark also creates and presents in-depth tax-efficient cash-flow analyses, tax strategies, retirement planning projections and probabilities, gifting strategies, and advanced estate planning concepts for clients.
Prior to joining Frontier, Mark served as the wealth strategist for Bukaty Wealth Management, where he was responsible for their financial planning, and as a wealth strategist for U.S. Trust.
Mark holds a Bachelor of Science degree in chemical engineering from Kansas State University and worked as an engineer for several years before becoming a financial planner. Mark has earned his Certified Financial Planner (CFP®) designation and is also an active member of the Financial Planning Association of Kansas City. He is married with two daughters and enjoys spending time with his family.
4 weeks ago
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