Mark began his career in 1995 with Dean Witter Reynolds, Inc. serving as Vice President and Assistant Branch Manager in Los Angeles. He specializes in the financial organization and simplified planning solutions for public and private companies, corporate executives, and high net-worth families.
Mark graduated in 1992 from the University of Southern California with a Bachelor of Science in Planning & Development with an emphasis in Economics. He obtained his MBA from The Neeley School of Business at Texas Christian University. He has received the Chartered Retirement Plans Specialist® designation from the College of Financial Planning and the Accredited Investment Fiduciary® designation from the Center for Fiduciary Studies.
In 2005, Mark and his family moved from California to Texas, where he became Branch Manager of the Morgan Stanley office located in the city of Southlake. He maintained client relationships and was responsible for the office, which managed over $1 Billion in client assets.
In 2013, after over 18 years of managing client relationships and holding various leadership positions within Morgan Stanley, Mark felt he could better serve his clients’ unique needs by establishing an independent firm. With a small boutique feel but the resources of a large financial institution, Morgan Capital Solutions was formed to provided Intelligent Analysis, Organized Planning, and Simplified Solutions.
Mark has been married to Robin since May of 2000 and they have three children. He enjoys traveling, golf, fitness, and spending time with his family at their ranch in Valley Mills, TX.