Mark’s business emphasizes comprehensive financial planning with a focus on building retirement income solutions, asset protection, diversified investments, estate and asset transfers, and business continuity and succession.
Working with you, you’ll co-develop, design and implement customized strategies to help you reach your objectives in the most cost-effective, and tax efficient way possible. Working with his, and your team of professionals in various disciplines, you’ll fully explore and develop your ideal visions and values in order to achieve your goals and objectives. As a co-founder of Millennium Financial Group and an independent advisor, he has the flexibility and resources to act as your advocate in the financial services marketplace with no “captive” company quotas or restrictions.
His process specifically coordinates and collaborates with advisors you may already work with, such as accountants, attorneys, and other trusted advisors. Most importantly, as your advisor, Mark acts as a catalyst for you and helps you get things done.
Mark is committed to the highest ethical standards in the industry as well as to continuing education in today’s complex and constantly changing financial world.
Technological advances have provided Mark with some unique and expanded capabilities to serve and support his clients more efficiently. While he maintains an office in Colorado Springs, he and his wife Mary Ann have relocated their primary residence to northern Utah to be closer to their kids and grandkids after having lived in Colorado Springs for over 32 years. They have five children and an increasing number of grandchildren. Mark and his family are actively involved in volunteer church service and community activities providing leadership, coaching, and mentoring. Mark’s hobbies include time with grandkids, gardening, tennis, family history, and travel and watching old movies with Mary Ann.