Mark is a highly skilled business professional with extensive experience managing both large and small firms in the financial services industries. He focuses on strategically growing and developing the business through operational effectiveness and client service offerings, with emphasis on practice management, investment management, compliance and technology.
Mark is currently engaged in merging the operations of Viridian and Appropriate Balance. While at Appropriate Balance his work centered around developing strategic direction and clarifying target markets, strengthening investment programs by introducing goals-based financial planning resulting in increased client satisfaction, and succession planning for the firm.
Prior to Appropriate Balance, Mark was the Chief Operating Officer and Chief Investment Officer for Moss Adams Wealth Advisors for 10 years. While there, he led the transition of a small boutique planning firm through merger and integration into a leading accounting and consulting firm well known throughout the financial services industry.
Mark holds a Bachelor of Arts Degree in Economics from the University of Washington, and has earned Certified Financial Planner™, Chartered Financial Consultant®, and Chartered Life Underwriter® professional designations.
Mark is developing a goals-based/life planning approach to retirement known as the “Encore Life.” He is also a founding member of the Encore Leader Network and a member of the Life Planning Network.