Mark joined One Capital Management in 2026 as an Executive Director | Wealth Management with over 30 years’ experience in financial services. Prior to One Capital, Mark held key roles at TIAA and Fidelity Investments.

Mark is a CERTIFIED FINANCIAL PLANNER^™ (CFP^®) professional and a Retirement Income Certified Professional^® (RICP^®). He earned a Bachelor of Arts degree in Economics from the University of Colorado, Boulder. Mark and his wife Stephanie live in Alpharetta, Georgia and they have two grown children.