Mark focuses on strategically growing and developing our business. He does this with ongoing improvements in both operational effectiveness and our client service offerings. Areas of emphasis include practice management, investment management, compliance, technology, and financial management.
Prior to joining Appropriate Balance, now Viridian, Mark served as Chief Operating Officer and Chief Investment Officer for Moss Adams Wealth Advisors LLC, and was a Registered Securities Principal and Registered Representative of Moss Adams Securities and Insurance LLC in Seattle for 10 years. Mark holds a Bachelor of Arts Degree in Economics from the University of Washington, and has earned Certified Financial Planner™, Chartered Financial Consultant®, Chartered Life Underwriter® and Chartered Property Casualty Underwriter® professional designations.
Mark is married to Janelle, with two adult sons and a Golden Retriever, and spends a lot of time at his cabin in eastern Washington, soaking up sun and enjoying the outdoors.