Salt Lake City, Utah
Education &Brigham Young University, B.A. in Economics, Magna Cum Laude
Chartered Financial Consultant (ChFC)
Chartered Life Underwriter (CLU)
For over three decades Mark has dedicated his career to helping his clients achieve their personal vision of success. Mark is committed to know his clients on a personal level to better assist them achieve their financial, and by extension, life goals. Mark graduated Magna Cum Laude in Economics from Brigham Young University, began his career as an analyst on Wall Street, and eventually channeled his love for finance into a new business venture, The Insight Group. He saw a gap in the marketplace for a wealth management firm that was focused on advice not sales. Looking to further enhance the client experience, The Insight Group merged with EP Wealth in 2020. Mark’s other great passion is his family – he is married with three daughters. He enjoys golf, tennis, skiing, and spending time at their farmhouse in Virginia. Mark and his family reside in Holladay, Utah.