With a passion for service and decades of experience, Mark develops strong relationships with clients which inform his advice to them on their path to financial wellness. Prior to co-founding Cascadia Wealth Advisors with Eric, Mark worked for two and a half decades in Seattle at KMS Financial Services, Inc. KMS was an SEC registered investment advisor and broker/dealer with about 70 employees and 350 investment professionals. Mark managed over 30 employees and worked with Eric Westberg and Jessie Dean, among others.
Mark’s BA in Business Administration from Western Washington University established a solid foundation for his career. Mark, and his wife, Christi, live in Portland and have two adult children. Outside the office, Mark enjoys a mix of activities including cycling, hiking, enjoying local events, music performances, art shows, and, of course, supporting Portland restaurants.
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